SAVVI FINANCIAL LLC

SAVVI FINANCIAL LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 169196). Regulatory assets under management: $44.7M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (12)

NameRoleLocation
Moran MichaelHEAD OF CLIENT SOLUTIONSLempster, NH
Dimitris Nmn BertsimasMEMBER OF THE BOARD
Georgia Nmn MourtzinouMEMBER, CEO
Stavros Efthimios KokkotosMEMBER, CCO
Alexander Michael Sauer-BudgeMEMBER
Adrian B BeckerMEMBER
SAUER-BUDGE ALEXANDER MICHAELMEMBER; PARTNER
BERTSIMAS DIMITRIS NMNMANAGING MEMBER; MEMBER OF THE BOARD; PARTNER
KOKKOTOS STAVROS EFTHIMIOSCCO, PARTNER; MEMBER, CCO
MOURTZINOU GEORGIA NMNMEMBER; MEMBER, CEO; PARTNER
BECKER ADRIAN BMEMBER; PARTNER
HARRISON BRIAN RICHARDHEAD OF CONSUMER PRODUCT

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