SAVVI FINANCIAL LLC

WALTHAM, Massachusetts·4 registered advisors·CRD# 169196
SEC# 801-787530781-583-7011
01

Firm Overview

AUM
$31M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAVVI FINANCIAL LLC

4 registered advisors
Adrian B Becker
WALTHAM, Massachusetts
Alexander Michael Sauer-Budge
WALTHAM, Massachusetts
Brian Richard Harrison
WALTHAM, Massachusetts
Christopher Michael Moran
WALTHAM, Massachusetts
05

Office Locations

WALTHAM, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. SAVVI FINANCIAL LLC (CRD# 169196) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.