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SAVIOR LLC
SAVIOR LLC
SAVIOR WEALTH
WELLESLEY, Massachusetts
·
3 registered advisors
·
CRD# 299178
SEC# 801-114564
1
617-699-8877
01
Firm Overview
AUM
$102M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SAVIOR LLC
3 registered advisors
Sandro Gelfusa
WELLESLEY, Massachusetts
CRD# 4528154
Sandy M Capobianco
WELLESLEY, Massachusetts
CRD# 4228670
Todd Michael Ingwersen
WELLESLEY, Massachusetts
CRD# 2804743
05
Office Locations
WELLESLEY, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. SAVIOR LLC (CRD# 299178) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.