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SAVVY FINANCIAL, INC.

Doing business as SAVVYFI. SEC Form ADV profile.

Total regulatory AUM
$1,880,235
Discretionary
$1,880,235
Non-discretionary
$0

Firm details

CRD number
304337
SEC file number
801-116822
Main office
FRANKLIN, TN, United States
Employees
15
SEC status
Approved
Fee structure
Fixed fees

As of October 2026.