Skip to main content

SAVANT PARTNERS, LLC

SEC Form ADV profile.

Total regulatory AUM
$309,505,362
Discretionary
$309,505,362
Non-discretionary
$0

Firm details

CRD number
312567
SEC file number
801-120652
Main office
SAN MATEO, CA, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Performance-based

As of October 2026.