Savant Investment Group, LLC Information

View Top Employees from Savant Investment Group, LLC

Savant Investment Group, LLC has been building wealth for its valued clients since 1991. Informed: Leveraging intellectual capital and cutting-edge technology, we are able to provide our clients with personalized investment solutions that are rooted in market realities. Independent: Our independent status means clients receive completely objective investment solutions and guidance. Insightful: With over 100 years of combined years in the industry, our Investment Committee has a wealth of experience. To learn more about our Company and how we can help meet your long-term investment goals, please contact scott@savantig.com.

Website	http://www.savantig.com
Revenue	$8 million
Employees	7 (4 on RocketReach)
Founded	1991
Address	555 12th Street Ste 925, Oakland, California 94607, US
Phone	(415) 926-7200
Technologies	JavaScript , HTML , PHP +23 more (view full list)
Industry	Investment Management, Finance General, Wealth Management, Finance, Investment Advice, Retirement Plans, Nonprofits
Keywords	Investment Consulting, Investment Management, Financial Services, Wealth Management, Financial Planning, Retirement Solutions, Portfolio Management, Retirement Planning, Investment Advisory, Asset Management, Financial Advisory, Estate Planning, Investment Strategies, Wealth Building, Personalized Investing, Long-Term Investing, Financial Solutions, Capital Preservation, Risk Management, Tax Planning
Competitors	Morgan Stanley, Fidelity Investments, Vanguard, Merrill Lynch, Wells Fargo Advisors, LPL Financial, Raymond James, Edward Jones, Financial Services Company, Schwab Advisor Services +36 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 621 Companies, SIC Code 6211 Companies
NAICS	NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies

Savant Investment Group, LLC Questions

What is the annual revenue of Savant Investment Group, LLC?

The Savant Investment Group, LLC annual revenue was $8 million in 2026.

Who is the Chief Compliance Officer of Savant Investment Group, LLC?

Lorraine Sommers is the Chief Compliance Officer of Savant Investment Group, LLC.

How many people are employed at Savant Investment Group, LLC?

4 people are employed at Savant Investment Group, LLC.

Where is Savant Investment Group, LLC based?

Savant Investment Group, LLC is based in Oakland, California.

What is the NAICS code for Savant Investment Group, LLC?

The NAICS codes for Savant Investment Group, LLC are [52393, 52, 5239, 523, 5231].

What is the SIC code for Savant Investment Group, LLC?

The SIC codes for Savant Investment Group, LLC are [62, 621, 6211].

Top Savant Investment Group, LLC Employees

Lorraine Sommers

Chief Compliance Officer at Savant Investment Group, LLC

California, United States
2
- savantig.com
- gmail.com
Tom Burkhart

Managing Member at Savant Investment Group, LLC

San Francisco, CA, US
1
- thesavantgroup.com
1
- 415543XXXX
Marc Laplante

Owner at Savant Investment Group, LLC

Boston, MA, US
5
- gmail.com
- yahoo.com
- comcast.net
- msn.com
- aol.com
5+
- 508254XXXX
- 781441XXXX
- 508883XXXX
- 781657XXXX
- 508381XXXX
- 415281XXXX
Stu Johnston

Senior Investment Advisor at Savant Investment Group, LLC

San Francisco, CA, US
1
- savantig.com

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