SAVVY LABS INC

RIASEC RegisteredEst. 2024
Total AUM
$119M
Discretionary
$119M
100% of AUM
Avg account
$13.2M
Accounts
9
Employees
14
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
322453
Registered since
January 2, 2024
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Other Investment Advisers99.47%
  • Investment Companies0.42%
  • Corporations / Businesses0.11%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Savvy Labs Inc. is organized as a corporation and is SEC-registered as of 2024. The firm reports an institutional client base while also providing portfolio management services for individuals, small businesses, and other businesses or institutions. Compensation methods include both a percentage-of-AUM fee schedule and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not flag itself as a pension consultant or related adviser. Ownership is reported as individual and the adviser is classified as unclassified in the available filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Owners & executives

3 of 3
  • JENNIFER LEE

    Chief Compliance OfficerCRD 4528437

  • STEPHEN MCGUINNESS

    Chief Operating OfficerCRD 1478789

  • DAVID MIKE

    Chief Executive Officer & Co-FounderCRD 3258609

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
4 World Trade Ctr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth