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SAVVYFI

SAVVY FINANCIAL, INC.

CRD 304337 · SEC 801-116822

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231 PUBLIC SQUARE, SUITE 300, PMB 6, FRANKLIN, TN, 37064, United States

Phone

615-241-0144

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.9M

Discretionary AUM

$1.9M

Team

15 total employees; 1 advisory reps; 307 broker-dealer reps

Clients

0

Fees

Fixed fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals307$1.9M

States served

AZ, CA, CO, DC, GA, IL, IN, IA, KY, MD, MA, MI, MN, MS, NJ, NY, NC, OH, PA, RI, SC, TN, UT, VA, WV, WI, MO, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD