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Savvy Asset Management LLC

Headquartered in UPPER SADDLE RIVER, NJ

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Firm Information

Savvy Asset Management LLC is an investment advisor with 2 investment advisor representatives. They provide portfolio management services for individuals. The firm does not have any regulatory assets under management.

Savvy Asset Management LLC

Not reported

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

SAVVY ASSET MANAGEMENT LLC has a total of 1 branch locations across the country.
location

UPPER SADDLE RIVER, NJ

Advisors at Savvy Asset Management LLC

View All 2 Advisors
Unclaimed
Rui guo Ma

RA

UPPER SADDLE RIVER, NJ

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Unclaimed
Yao Zhang

RA

UPPER SADDLE RIVER, NJ

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Disclosures

There are no public disclosures for Savvy Asset Management LLC.

Frequently Asked Questions (6)

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