SAVVLY ADVISOR, LLC

SAVVLY ADVISOR, LLC of BOULDER, CO is an SEC-registered investment adviser (CRD 321125). Regulatory assets under management: $75K.

Registration

• CRD: 321125
• SEC file number: 801-130624
• Type: Registered investment adviser
• Location: 1035 PEARL STREET, SUITE 322, BOULDER, CO, 80302
• Phone: (888)-372-8859
• Latest filing: 2024-06-06
• Regulatory AUM: $75K
• Discretionary AUM: $75K
• Clients: 2
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Investment cos, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321125 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search