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Douglas David Moffitt

SAVANT CAPITAL, LLC·ROCKFORD, Illinois
Unclaimed Profile
190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 1412097Firm CRD# 107271
01

About

Douglas David Moffitt is a registered financial advisor based in ROCKFORD, Illinois, affiliated with SAVANT CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SAVANT CAPITAL, LLC
SAVANT WEALTH MANAGEMENT
AUM
$28.6B
Regulatory assets under management
Employees
543
Total firm employees
View all advisors at SAVANT CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1412097
Firm CRD# 107271
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Douglas David Moffitt offer?
Douglas David Moffitt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.
What are Douglas David Moffitt's credentials?
Douglas David Moffitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas David Moffitt located?
Douglas David Moffitt is based in ROCKFORD, Illinois, working with SAVANT CAPITAL, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.
How does Douglas David Moffitt charge for services?
Douglas David Moffitt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAVANT CAPITAL, LLC?
SAVANT CAPITAL, LLC has approximately 543 employees and manages $28.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROCKFORD
Gary Floyd Ollmann — HERITAGE WAY ADVISORS, L.L.C.Joan Gardner Ollmann — HERITAGE WAY ADVISORS, L.L.C.Thomas Charles Kayser — HERITAGE WAY ADVISORS, L.L.C.Richard Archer Oglesby — HERITAGE WAY ADVISORS, L.L.C.Kathryn Lynn Troutner Calagui — SAVANT CAPITAL, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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