Invested Better
Unclaimed

Unclaimed

Unclaimed

Alexander Michael Sauer-budge

Savvi Financial LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alexander? Claim Your Profile

About Alexander Michael Sauer-budge

Alexander Sauer-budge is an Investment Advisor Representative with Savvi Financial LLC. Alexander has been in the financial industry since November 2010. Alexander holds the Series 65 license and has been registered with the state of Massachusetts since November 2013. Alexander specializes in providing financial advice and portfolio management for individuals and investment companies. Savvi Financial LLC, with headquarters in Waltham, MA, offers a variety of services, including financial planning, educational seminars, and portfolio management. Savvi Financial LLC has a strong track record of providing clients with personalized financial advice and investment management services.

Firm Information

Alexander Sauer-budge is currently registered with Savvi Financial LLC. 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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alexander Sauer-budge’s Registration & Firm History

MA

11/12/2013 - Present

Savvi Financial LLC (WALTHAM MA)

Not sure if Alexander Michael Sauer-budge is right for you?

Licenses & Designations

IA

Issued 03/16/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Michael Sauer-budge.
Not sure if Alexander Michael Sauer-budge is right for you?