SAVVLY ADVISOR, LLC
Legal name: SAVVLY ADVISOR
CRD #321125 SEC #802-124999 BOULDER, CO 312-363-9891
State Registered Exempt Reporting Private Funds
Total AUM
$75.2K
Discretionary
$75.2K
Employees
2
Clients
--
Accounts
2
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 26, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Derossi, Antonio, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Derossi, Antonio, NMN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Fusato, Dario | I | CEO | NA | Control |
| Fusato, Dario | I | CEO | NA | Control |
| Fusato, Dario | I | MANAGER | E | Control |
| Fusato, Dario | I | MANAGER | E | Control |
| Fusato, Dario | I | MANAGER | E | Control |
| SAVVLY INC | DE | PARENT COMPANY | E | Control |
| SAVVLY INC | DE | PARENT COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Fusato, Dario | I | SAVVLY INC | C | Control |
| Fusato, Dario | I | SAVVLY INC | C | Control |
Registrations
Federal
ERA
Feb 26, 2024 REGISTERED
Notice Filings (1)
CO
Address
1035 PEARL STREETSUITE 322
BOULDER, CO 80302
United States
Phone: 312-363-9891