SAVVI FINANCIAL LLC
CRD #169196 SEC #801-78753 WALTHAM, MA 781-583-7011
SEC Registered
Total AUM
$35.9M
Discretionary
$35.9M
Employees
18
Clients
--
Accounts
207
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $35.9M | $35.9M | $0 | 18 | 4,700 |
| Jan 2024 | $31M | $31M | $0 | 17 | 4,100 |
| Feb 2023 | $28.4M | $28.4M | $0 | 17 | 3,900 |
| Feb 2022 | $27.4M | $27.4M | $0 | 15 | 3,000 |
| Jul 2021 | $22.9M | $22.9M | $0 | 8 | 2,564 |
| May 2021 | $22.9M | $22.9M | $0 | 8 | 2,564 |
| Mar 2021 | $22.9M | $22.9M | $0 | 8 | 2,564 |
| Mar 2021 | $22.9M | $22.9M | $0 | 8 | 2,564 |
| Mar 2021 | $22.9M | $22.9M | $0 | 8 | 2,564 |
| Mar 2021 | $22.9M | $22.9M | $0 | 8 | 2,564 |
| Mar 2021 | $22.9M | $22.9M | $0 | 8 | 2,564 |
| Mar 2021 | $22.9M | $22.9M | $0 | 8 | 2,564 |
| Feb 2021 | $13.5M | $13.5M | $0 | 10 | 2,044 |
| Jan 2021 | $13.5M | $13.5M | $0 | 10 | 2,044 |
| Jan 2021 | $13.5M | $13.5M | $0 | 10 | 2,044 |
| Sep 2020 | $13.5M | $13.5M | $0 | 10 | 2,044 |
| Jun 2020 | $13.5M | $13.5M | $0 | 10 | 2,044 |
| May 2020 | $13.5M | $13.5M | $0 | 10 | 2,044 |
| Mar 2020 | $13.5M | $13.5M | $0 | 10 | 2,044 |
DateJan 2025
Total AUM$35.9M
Discretionary$35.9M
Non-Disc.$0
Employees18
Clients4,700
DateJan 2024
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees17
Clients4,100
DateFeb 2023
Total AUM$28.4M
Discretionary$28.4M
Non-Disc.$0
Employees17
Clients3,900
DateFeb 2022
Total AUM$27.4M
Discretionary$27.4M
Non-Disc.$0
Employees15
Clients3,000
DateJul 2021
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees8
Clients2,564
DateMay 2021
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees8
Clients2,564
DateMar 2021
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees8
Clients2,564
DateMar 2021
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees8
Clients2,564
DateMar 2021
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees8
Clients2,564
DateMar 2021
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees8
Clients2,564
DateMar 2021
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees8
Clients2,564
DateMar 2021
Total AUM$22.9M
Discretionary$22.9M
Non-Disc.$0
Employees8
Clients2,564
DateFeb 2021
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees10
Clients2,044
DateJan 2021
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees10
Clients2,044
DateJan 2021
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees10
Clients2,044
DateSep 2020
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees10
Clients2,044
DateJun 2020
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees10
Clients2,044
DateMay 2020
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees10
Clients2,044
DateMar 2020
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees10
Clients2,044