SAVVI FINANCIAL LLC
Firm details
- Headquarters
- WALTHAM, Massachusetts
- CRD number
- 169196
- Registered since
- November 4, 2013
- Website
- www.savvifi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals50.73%
- HNWI49.22%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Savvi Financial LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm serves individuals, families and institutional clients across multiple states and bills clients through a mix of percentage-of-AUM and fixed-fee engagements. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm does not present itself as a capital allocator, is not a pension consultant, and is not identified as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents7%
- Exchange Traded Equities1%
Owners & executives
1 of 1GEORGIA MOURTZINOU
Co-Founder & CEOCRD 4646984
Contacts
3 of 6CHRISTOPHER MORAN
Head of Client SolutionsCRD 3003405
ADRIAN BECKER
Co-FounderCRD 5544336
ALEXANDER SAUER-BUDGE
Co-FounderCRD 4689046
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WALTHAM, MA
MIDDLESEX
Location
WALTHAM, MA
Headquartered in WALTHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 465 Waverley Oaks Rd
- Time zone
- ET (UTC-5)
- Office locations
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