The Savant Group is a large advisory firm based in San Francisco. It manages $740.76 million of regulatory assets for 1,263 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Nevada, Oregon, Texas, and Washington.
The Savant Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Savant Group is $740.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay The Savant Group for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The Savant Group is owned by Brian Frank Zywiciel. Brian Zywiciel has been acting as President since 1 Jan 2000. Pamela Lori Schubert joined the executive team most recently as the Vice President Director Of Client Services.
The principal office where The Savant Group performs its advisory services is located at 461 2 Nd Street, San Francisco, CA 94107, which is also the mailing address of the firm. An additional office of the firm is in Citrus Heights, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-926-7200 or by fax 415-543-6026. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at thesavantgroup.com.