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
Cory Barel (CRD# 7374076) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 3 years of experience in the finance industry.
Peter Basile (CRD# 6610742) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 2 years of experience in the finance industry.
Brennan Blecker (CRD# 7628513) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Michael Briscoe (CRD# 7324958) is an Investment Advisor Representative working at Savant Wealth Management in Freeport, IL and has over 2 years of experience in the finance industry.
Paul Burian (CRD# 7901754) is an Investment Advisor Representative working at Savant Wealth Management in Doylestown, PA and has 1 year of experience in the finance industry.
Emily Burke (CRD# 7426170) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Daniel Camberos (CRD# 7745703) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Casey Christianson (CRD# 6989361) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has over 5 years of experience in the finance industry.
Joseph Clemens (CRD# 7113153) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.
Daniel Crowley (CRD# 7162485) is an Investment Advisor Representative working at Savant Wealth Management in Rockford, IL and has 1 year of experience in the finance industry.