SANTA ROSA -- San Francisco-based wealth management firm, Savant Investment Group, LLC, has opened a branch in Santa Rosa.
Savant's chief investment officer, Scott Lummer, will head the branch, which already has more than a dozen clients with assets ranging from $1 million to $100 million, Mr. Lummer said.
As a whole, the company, formerly known as The Savant Group, manages approximately $800 million in assets and has 23 employees. The new branch will join four others in San Francisco, Sacramento, Santa Cruz and Ashland, Ore.
The firm focuses on individual wealth management, with clients ranging from age 30 to 70 and older. Savant also helps manage group 401(k) plans and manages endowments and foundation grants for non-profits.
Prior to joining Savant, Mr. Lummer worked as director of research for the institutional money managing firm, Atlantic Asset Management.
Those interested in the services offered through the Savant Santa Rosa branch can contact Mr. Lummer at 707-819-7588 or at firstname.lastname@example.org