SAVANT WEALTH MANAGEMENT

190 Buckley Drive
Rockford, Illinois 61107
Tel: 815-227-0300

About SAVANT WEALTH MANAGEMENT

SAVANT WEALTH MANAGEMENT, formally registered with the SEC as SAVANT WEALTH MANAGEMENT. The firm was established in 01/22/1993. They have over 41 offices throughout the country.

SAVANT WEALTH MANAGEMENT is a Rockford, Illinois based Financial Planning firm with nearly $29,064,581,877 assets under management, offering retirement planning & investment advisory services to 15586 clients. The firm is staffed with 543 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107271
SEC#	801-43144
Assets Managed by Firm	$29,064,581,877
No. of Clients	15586
No. of Advisors	543

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	15586	$29,064,581,877
Individuals (other than high net worth individuals)	11681	$8,988,236,011
High net worth individuals	3400	$16,144,193,709
Pension and profit sharing plans	330	$1,346,991,212
Charitable organizations	64	$290,249,818
Other investment advisers	33	$2,176,085,400
Corporations or other businesses	77	$116,368,099

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