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SAVVLY ADVISOR

SAVVLY ADVISOR, LLC

CRD 321125 · SEC 801-130624

Visit website

1035 PEARL STREET, SUITE 322, BOULDER, CO, 80302, United States

Phone

(888)-372-8859

Fax

N/A

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$75K

Discretionary AUM

$75K

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2024-06-06

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingPROVIDE ADVICE TO AN ETF

Client types

TypeClientsAUM
Pooled investment vehicles2$75K

States served

CO

All web addresses on file

Official SEC filing: View on IAPD