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Kathryn Lynn Troutner Calagui

SAVANT CAPITAL, LLC·ROCKFORD, Illinois
Clean recordSAVANT CAPITAL, LLC
190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 5995076Firm CRD# 107271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathryn Lynn Troutner Calagui · ROCKFORD, IL
Registration
CRD #5995076 · SAVANT CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathryn Lynn Troutner Calagui 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
Introduction

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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# 5995076
Firm CRD# 107271
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathryn Lynn Troutner Calagui offer?
Kathryn Lynn Troutner Calagui specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.
What are Kathryn Lynn Troutner Calagui's credentials?
Kathryn Lynn Troutner Calagui is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathryn Lynn Troutner Calagui located?
Kathryn Lynn Troutner Calagui is based in ROCKFORD, Illinois, working with SAVANT CAPITAL, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.
How does Kathryn Lynn Troutner Calagui charge for services?
Kathryn Lynn Troutner Calagui'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 at SAVANT CAPITAL, LLC

David Joseph Huber
ROCKFORD, IL
Steven Roland Parish
ROCKFORD, IL
Glenn Gregory Kautt
ROCKFORD, IL
Christopher Lawrence Collins
ROCKFORD, IL
Margaret Mary Baer
ROCKFORD, IL
Neal Jerry Simon
ROCKFORD, IL

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Patrick Clark Beaird
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Patrick Edward Lawlor
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Research
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