SAVANT INVESTMENT ADVISERS, INC.
Adviser information for SAVANT INVESTMENT ADVISERS, INC. last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Illinois, United States |
Employees
Total Number of Employees | 6 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 3 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 4 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 427 | $122.5M |
Non-Discretionary | 15 | $8.7M |
Total | 442 | $131.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 240 | $59.2M |
HNW Individuals | 52 | $70.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 6 | $1.4M |
Charitable organizations | <5 | $107,396 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $167,501 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 1 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
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Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
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Acting As | RAUM |
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Sponsor | 0 |
Portfolio Manager | 3.0M |
Both for Same | 0 |
Portfolio Manager to Program | Sponsor |
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ADVISOR MANAGED PORTFOLIOS | OSAIC WEALTH, INC. |
THE WEALTH MANAGEMENT PLATFORM - UNIFIED MANAGED ACCOUNT PROGRAM | VISION2020 WEALTH MANAGEMENT CORP. |
Identifiers
SEC RIA File Number | 801-123400 |
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SEC ERA File Number | 801-123400 |
SEC CIK Numbers | None |
SEC CRD Numbers | 121794 |
Legal Entity Identifier | None |
Principal Office
18257 MARTIN AVENUEHOMEWOOD
IL
United States
Monday - Friday, 8:00AM-4:00PM
Tel: 708-799-7477, Fax: 708-799-4976
Websites
Chief Compliance Officer
LISA CAMERON
PRESIDENT
18257 MARTIN AVENUE
HOMEWOOD
IL
United States
Tel:
708-799-7477
Fax:
708 799-4976
L********@***************M
(Full email address available in API data)
Industry Affiliates
LISA CAMERON, CPA | Accountant or accounting firm |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CAMERON, LISA, DIANNE | Individual | – | PRESIDENT AND CCO | 12/2003 | > 75% |