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Savvi Financial LLC

Headquartered in WALTHAM, MA

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Firm Information

Savvi Financial LLC is a Waltham, MA-based investment advisor with 6 Investment Adviser Representatives and 2 licensed agents. They manage $35,947,000 in regulatory assets for 207 client accounts. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.

Savvi Financial LLC

465 WAVERLEY OAKS RD

WALTHAM, MA 02452-8422

$35.95M

Assets Under Management

4,700

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SAVVI FINANCIAL LLC has a total of 1 branch locations across the country.
location

WALTHAM, MA

Advisors at Savvi Financial LLC

View All 6 Advisors
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Christopher Michael Moran

RA

WALTHAM, MA

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Alexander Michael Sauer-budge

RA

WALTHAM, MA

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Brian Richard Harrison

CFP®, RA

WALTHAM, MA

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Georgia Nmn Mourtzinou

RA

WALTHAM, MA

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Adrian B Becker

RA

WALTHAM, MA

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Stavros Efthimios Kokkotos

RA

WALTHAM, MA

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Disclosures

There are no public disclosures for Savvi Financial LLC.

Frequently Asked Questions (9)

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