SAVVI FINANCIAL LLC
Tel: 781-583-7011 465 Waverley Oaks Rd Ste 315 Waltham, Massachusetts 02452-8422
About SAVVI FINANCIAL LLC
SAVVI FINANCIAL LLC is a Waltham, Massachusetts based financial advisory firm with nearly $35,947,000 in assets under management and provides investment advisory services for 207 clients. There are currently 18 financial advisors at the firm.
General Information
Firm CRD#:
169196
Firm SEC#:
801-78753
Assets Under Management:
$35,947,000
No. of Clients:
207
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Education seminars/workshops
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