Savant Investment Group

The Savant Investment Group, LLC is an independent, fee-only wealth management advisory. 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 Clock Tower

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 California.

References

  1. ↑ San Francisco Business Times, The Top 25 Independent Focus Wealth Advisors, Pendelton, Jennifer, May 23, 2008, http://www.savantig.com/sites/default/files/images/SF-Bus-Times-Article-Final.pdf
  2. ↑ San Francisco Business Times, The Top 25 Independent Focus Wealth Advisors, Pendelton, Jennifer, May 23, 2008
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