SAVVY FINANCIAL, INC.
Legal name: SAVVYFI
CRD #304337 SEC #801-116822 FRANKLIN, TN 615-241-0144
SEC Registered
Total AUM
$1M
Discretionary
$1M
Employees
15
Clients
0
Accounts
319
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1M | $1M | $0 | 15 | 239 |
| Mar 2025 | $1M | $1M | $0 | 15 | 239 |
| Mar 2024 | $624.8K | $624.8K | $0 | 4 | 0 |
| Mar 2023 | $399K | $399K | $0 | 4 | 0 |
| Mar 2022 | $218.3K | $218.3K | $0 | 3 | 0 |
| Aug 2021 | $86.7K | $86.7K | $0 | 3 | 0 |
| Jun 2021 | $86.7K | $86.7K | $0 | 3 | 0 |
| Mar 2021 | $86.7K | $86.7K | $0 | 3 | 0 |
| Jul 2020 | $8K | $8K | $0 | 3 | 0 |
| Jun 2020 | $8K | $8K | $0 | 3 | 0 |
| May 2020 | $8K | $8K | $0 | 3 | 0 |
| Apr 2020 | $8K | $8K | $0 | 3 | 0 |
DateSep 2025
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees15
Clients239
DateMar 2025
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees15
Clients239
DateMar 2024
Total AUM$624.8K
Discretionary$624.8K
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$399K
Discretionary$399K
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$218.3K
Discretionary$218.3K
Non-Disc.$0
Employees3
Clients0
DateAug 2021
Total AUM$86.7K
Discretionary$86.7K
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$86.7K
Discretionary$86.7K
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$86.7K
Discretionary$86.7K
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$8K
Discretionary$8K
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$8K
Discretionary$8K
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$8K
Discretionary$8K
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$8K
Discretionary$8K
Non-Disc.$0
Employees3
Clients0