Savant Wealth Management
Savant Wealth Management (CRD# 107271) is a financial advisory firm headquartered in Rockford, IL. They manage $26,037,636,583 in 16,304 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management26,038MILLION
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Total Number of Accounts16,304ACCOUNTS
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Average Account Value$1,597,009
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Richard O'donnell (CRD# 6186369) is an Investment Advisor Representative working at Savant Wealth Management in Atlanta, GA and has 1 year of experience in the finance industry.
James Ostrander (CRD# 4378651) is an Investment Advisor Representative working at Savant Wealth Management in Satellite Beach, FL and has over 21 years of experience in the finance industry.
Dominick Parillo (CRD# 6384139) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Jennifer Parrish (CRD# 6892735) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 6 years of experience in the finance industry.
John Peay (CRD# 4893314) is an Investment Advisor Representative working at Savant Wealth Management in Clinton, SC and has over 24 years of experience in the finance industry.
Martin Perdoux (CRD# 6193838) is an Investment Advisor Representative working at Savant Wealth Management in Wilmette, IL and has over 10 years of experience in the finance industry.
Kelli Peterson (CRD# 6902094) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Judith Pflaumer (CRD# 4883683) is an Investment Advisor Representative working at Savant Wealth Management in Dover, DE and has over 17 years of experience in the finance industry.
Kevin Phillips (CRD# 4947183) is an Investment Advisor Representative working at Savant Wealth Management in Naperville, IL and has over 12 years of experience in the finance industry.
Christopher Plagge (CRD# 2567886) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 6 years of experience in the finance industry.