SAVVLY ADVISOR
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 321125
- Registered since
- July 3, 2024
- Website
- www.savvly.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting
Firm profile
FINTRXOverview
Savvly Advisor is a limited liability company that operates as a hedge fund, focusing on portfolio management services for both individuals and small businesses, as well as pooled investment vehicles. Established in 2024, the firm is classified as a newly formed adviser and is registered with the SEC. Savvly Advisor caters primarily to institutional clients and employs a fee structure based on a percentage of assets under management. The firm does not engage in active ESG investing and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Dario Fusato
CEO & Co-FounderCRD 7535282
Antonio Derossi
Chief Compliance OfficerCRD 7935789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 1035 Pearl St
- Time zone
- MT (UTC-7)
- Office locations
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