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Savant Wealth Management CRD 107271
$55.6B regulatory AUM 170 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-11-02 |
Branch Locations
3655 Route 202 Suite 140, Doylestown, PA 18902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T.H. Properties | Harleysville | PA | 09/2015 | 09/2018 |
| Sfg Investment Advisors, Inc. | Doylestown | PA | 09/2018 | 11/2022 |
| Savant Wealth Management | Rockford | IL | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-20 |
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