Savannah Advisors, Inc. is a large advisory firm based in Savannah. It manages $436 million of regulatory assets for 341 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 3 other states.
Savannah Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Savannah Advisors, Inc. is $436 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Savannah Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Olin Thompson Smith has been acting as President since 1 Sep 2007. Mark Irvin Allen joined the executive team most recently as the Chief Executive Officer / Chief Compliance Officer.
The principal office where Savannah Advisors, Inc. performs its advisory services is located at 25 Bull Street, Savannah, GA 31401, 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 912-629-6644 or by fax 912-629-6655. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.minisinc.com.