← Tributary

SAVVYFI

FRANKLIN, TN · CRD 304337 · IAPD ↗ · savvyfi.co · 615-241-0144

$1.9MRegulatory AUM
1Advisory reps
15Employees
307Clients
0Planning clients
0Private funds
31States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — SAVVYFI notice-filed in CO, CT, DC, GA, IA, IL, KY, MD, MI, MS, NY, PA, RI, VA, WA, WI, WV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.