Investment adviser · CRD 298256
SAVYON ADVISORY, LLC
Investment adviser filing (IA)
SAVYON ASSET MANAGEMENT ADVISORY, LLC
· Form ADV filed Jun 25, 2020
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 3 | Not reported | Not reported |
| Investment companies | 1 | Not reported | Not reported |
| Business development companies | 1 | Not reported | Not reported |
Filing source
Form ADV 1437182 · Jun 25, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
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: Jun 25, 2020. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pension consulting · Selection of other advisers · Security ratings · Market timing · Educational seminars
Compensation
Percentage of assets · Fixed · Commissions
Principal office
CRD 298256
Filing source
Form ADV 1437182 · Jun 25, 2020 · 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.