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Savvi Financial LLC

● SEC registered since 2013CRD 169196SEC# 801-78753Waltham, MA
Export (members)
Reg. AUM
$44.7M
Employees
22
Accounts
238
Location
Waltham, MA

Savvi Financial LLC assets under management

Savvi Financial LLC is an SEC-registered investment adviser based in Waltham, MA. The firm has been registered since 2013. It reports $44.7 million in regulatory assets under management and employs 22 people.

Savvi Financial LLC owners & executives

6 reported
NameTitleOwnershipSince
Adrian B Becker ControlMember10-25%2013
Alexander Michael Sauer-Budge ControlMember5-10%2013
Dimitris Nmn Bertsimas ControlMember Of The Board25-50%2013
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Frequently asked questions

How much does Savvi Financial LLC manage?

Savvi Financial LLC reports $44.7 million in regulatory assets under management on its Form ADV.

How many employees does Savvi Financial LLC have?

Savvi Financial LLC reports 22 employees.

Where is Savvi Financial LLC located?

Savvi Financial LLC is based in Waltham, MA and has been SEC-registered since 2013.

Does Savvi Financial LLC disclose fund performance?

Savvi Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address465 Waverley Oaks Rd, Ste 315, Waltham, MA 02452-8422
Phone781-583-7011
Fax781-300-7818
Office hours8:30-4:30
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$44.7M
Non-discretionary$0
Total (RAUM)$44.7M