Savvy Labs Inc

RIASEC Registered

Total AUM

$119M

Discretionary

$119M

100% of AUM

Avg account

$13.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 322453
Registered since: January 2, 2024
Website: www.savvylabs.com
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 a corporate-structured registered investment adviser classified as an institutional RIA. The firm is individually owned and shows SEC registration in 2024. Its regulatory filings list its primary client base as institutional, though its advisory capabilities also include portfolio management for individuals, small businesses, and institutional entities. Compensation is a mix of percentage-of-AUM and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not describe itself as a pension consultant, capital allocator, or related adviser.