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
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.