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SAVANT INVESTMENT GROUP, LLC
SAVANT INVESTMENT GROUP, LLC
EMERYVILLE, California
·
2 registered advisors
·
CRD# 108810
SEC# 801-40063
0
415-926-7200
01
Firm Overview
AUM
$675M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SAVANT INVESTMENT GROUP, LLC
2 registered advisors
Scott Laurence Lummer
OAKLAND, California
CRD# 4307044
Thomas Henry Burkhart
SAN FRANCISCO, California
CRD# 35957
05
Office Locations
OAKLAND, California
1 advisor
SAN FRANCISCO, California
1 advisor
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Data sourced from SEC Form ADV filings. SAVANT INVESTMENT GROUP, LLC (CRD# 108810) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.