Savia Financial Advisors, LLC is an adviser based in Miami. It manages $25.51 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Florida.
Savia Financial Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Savia Financial Advisors, LLC is $25.51 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Savia Financial Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Francisco Javier Herretes joined the executive team most recently as the Member/Chief Operating Officer.
The principal office where Savia Financial Advisors, LLC performs its advisory services is located at 725 Ne 22 Street, Miami, FL 33137, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 786-866-4949 or by fax 786 866-5892. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.saviafinancial.com.