The Savant Group (San Francisco)

Name: The Savant Group
Address: 461 2 Nd Street, San Francisco, CA, 94107
Telephone: 415-926-7200

The Savant Group is a large advisory firm based in San Francisco. It manages $740.76 million of regulatory assets for 1,263 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Nevada, Oregon, Texas, and Washington.

The Savant Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Savant Group: assets under management

The assets under management (AUM) of The Savant Group is $740.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $740.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $586.51 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Savant Group for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Savant Group

The Savant Group is owned by Brian Frank Zywiciel. Brian Zywiciel has been acting as President since 1 Jan 2000. Pamela Lori Schubert joined the executive team most recently as the Vice President Director Of Client Services.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Henry Burkhart	Ceo	1 Sep 1991	75% - 100%	35957
Carol Ann Burkhart	Vice president	1 Sep 1991	Other	4362658
Brian Zywiciel	President	1 Jan 2000	Other	2772192
Brian Frank Zywiciel	President	1 Jan 2000	Other	2772192
Brian Frank Zywiciel	Vice president	1 Jan 2010	Other	2772192
Pamela Lori Schubert	Vice president director of client services	1 Feb 2010	Other	5333677
Alicia Sweet Laursen	Chief financial officer	1 Feb 2010	Other	5769714
Brian Frank Zywiciel	Owner	1 Dec 2010	Other	2772192

Based in San Francisco

The principal office where The Savant Group performs its advisory services is located at 461 2 Nd Street, San Francisco, CA 94107, which is also the mailing address of the firm. An additional office of the firm is in Citrus Heights, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-926-7200 or by fax 415-543-6026. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at thesavantgroup.com.