Investment adviser · CRD 157348
SAVIA FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed May 17, 2012
- Regulatory AUM
- $25.5M Form ADV · Item 5.F
- Client accounts
- 19 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 17, 2012. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
725 NE 22 STREET, PH3CMIAMI, FL, 33137, United States
CRD 157348
Filing source
Form ADV 647866 · May 17, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.