Unclaimed Profile

Patrick Edward Lawlor

SAVANT CAPITAL, LLC·ROCKFORD, Illinois

Clean record12 years registeredSAVANT CAPITAL, LLC

190 BUCKLEY DRIVE, ROCKFORD, IL 61107CRD# 6304302Firm CRD# 107271

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick Edward Lawlor · ROCKFORD, IL

Registration

CRD #6304302 · SAVANT CAPITAL, LLC · 12 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Feb 2023 – present

THE MATHER GROUP, LLC

Dec 2017 – Jul 2022

Chicago, IL

ALPHA FIDUCIARY

Feb 2015 – Sep 2017

DEERFIELD, IL

LEAVITT CAPITAL MANAGEMENT INC

Mar 2014 – Feb 2015

NORTHBROOK, IL

Registrations & Exams

Registration record

First registered · March 3, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAVANT CAPITAL, LLC

CRD 107271 · SEC 801-43144

AUM

$28.6B

Regulatory assets under management

Employees

543

16,049 client accounts

Services offered by SAVANT CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SAVANT CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Patrick Edward Lawlor offer?

Patrick Edward Lawlor specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKFORD, Illinois for a consultation.

What are Patrick Edward Lawlor's credentials?

Patrick Edward Lawlor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Edward Lawlor located?

Patrick Edward Lawlor is based in ROCKFORD, Illinois, working with SAVANT CAPITAL, LLC. Their office serves clients in the ROCKFORD metropolitan area and surrounding communities.

How does Patrick Edward Lawlor charge for services?

Patrick Edward Lawlor'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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