SAVANT INVESTMENT GROUP, LLC

EMERYVILLE, California·2 registered advisors·CRD# 108810
SEC# 801-400630415-926-7200
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 PlanningInvestment ManagementWealth Management
04

Advisors at SAVANT INVESTMENT GROUP, LLC

2 registered advisors
Scott Laurence Lummer
OAKLAND, California
Thomas Henry Burkhart
SAN FRANCISCO, California
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.