Savant Investment Group
 | This article includes a list of general references, but it lacks sufficient corresponding inline citations. (December 2016) |
The Savant Investment Group, LLC is an independent, fee-only wealth management advisory group. Headquartered in Oakland, California, the company has 12 employees. In 2006, the company exceeded $1,000,000,000 in managed assets.[1]
Former names: Savant Russell, Burkhart Pension, The Savant Group, Savant Advisors
History
After several mergers the company became Savant Russel in 1991. The company was founded by Thomas Burkhart as a financial advisory firm for wealthy individuals. The company's typical account size was worth $2 to $3 Million.[2]
In 1993 the company moved from Menlo Park, California to the historical Schmidt Lithography Co. Clock Tower in San Francisco. In 2011 the company changed its name from The Savant Group to Savant Investment Group, LLC. In 2016, the company moved from San Francisco, California to Oakland.[citation needed]
In 2023, Savant Investors was launched. [3]
References
- ^ "Archived copy" (PDF). www.savantig.com. Archived from the original (PDF) on 26 April 2012. Retrieved 17 January 2022.
{{cite web}}: CS1 maint: archived copy as title (link) - ^ San Francisco Business Times, The Top 25 Independent Focus Wealth Advisors, Pendelton, Jennifer, May 23, 2008
- ^ "https://twitter.com/savantinvestors/status/1722236780542652702?s=20". X (formerly Twitter). Retrieved 2023-11-12.
{{cite web}}: External link in|title= - ^ "Savant Investment Group, LLC: CEO and Executives - Bloomberg". Investing.businessweek.com. Archived from the original on January 19, 2013. Retrieved 2016-12-08.
- ^ "The right business connection is just a click away with Data.com Connect - Data.com". Jigsaw.com. Retrieved 2016-12-08.
- ^ "San Francisco Business Times" (PDF). Aspiriant.com. May 23, 2008. Retrieved 2016-12-08.
- ^ "Savant Investment Group | San Francisco 94107 | San Francisco Business Directory". businessdirectory.bizjournals.com. Archived from the original on 5 April 2012. Retrieved 17 January 2022.
- ^ "Archived copy" (PDF). www.brightonjones.com. Archived from the original (PDF) on 26 April 2012. Retrieved 17 January 2022.
{{cite web}}: CS1 maint: archived copy as title (link) - ^ [1] [dead link]
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