Savvly Advisor
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$75,208
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
0
Total advisors
1
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Savvly Advisor, LLC provides portfolio management and advisory services primarily to pooled investment vehicles, investment companies, and pension or profit-sharing plans, and it also offers consulting to employee benefit plans including 401(k) plans. The firm advises private investment funds and an exchange-traded fund and generally charges fees based on a percentage of assets under management.
The firm combines modern portfolio theory and technical analysis and implements client-specific Investment Policy Statements through discretionary, long-term trading strategies. Its pension consulting services include identifying investment objectives and restrictions, recommending and monitoring money managers and other service providers, and creating written pension consulting plans tailored to plan demographics and goals.
Noteworthy features relative to peers include the firm’s active pension consulting practice (an uncommon service among investment managers) and its affiliation with the insurance industry via a supervised person licensed to sell insurance products; the firm discloses these relationships and potential conflicts of interest. The firm also serves as sponsor or manager of private funds and requires clients to use a specified broker-dealer/custodian, which are operational arrangements that distinguish it from many peers.
Client services
Portfolio management
Pension consulting
Provide advice to an etf
Expertise
Wealth management
Real estate investing
Annuities
Occupation focus
Founder/Business Owner
Fee options
1.50% annually for all assets
Some supervised persons receive commissions from insurance product sales as outside business activities, disclosed conflicts of interest
Main office location
Savvly Advisor
1035 Pearl Street, Suite 322
Boulder CO 80302, United States
Number of offices
1
Most active in
Savvly Advisor has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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