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SAVVLY ADVISOR, LLC
SAVVLY ADVISOR, LLC
SAVVLY ADVISOR
BOULDER, Colorado
·
2 registered advisors
·
CRD# 321125
SEC# 801-130624
0
(888)-372-8859
01
Firm Overview
AUM
$75K
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at SAVVLY ADVISOR, LLC
2 registered advisors
Antonio Nmn Derossi
BOULDER, Colorado
CRD# 7935789
Dario Fusato
BOULDER, Colorado
CRD# 7535282
05
Office Locations
BOULDER, Colorado
2 advisors
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Data sourced from SEC Form ADV filings. SAVVLY ADVISOR, LLC (CRD# 321125) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.