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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2018
- Office Locations
- 1
Office Locations
About Save Advisers LLC
Save Advisers LLC (Save) offers an “investment savings” experience designed for retail savers seeking higher returns with lower risk. Deposits are capital protected by being sequestered in an FDIC-insured bank account, while Save automatically invests in curated market portfolios to pursue market-like returns. Built by wealth management and banking technology professionals, the product aims to simplify saving and investing in one account.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREI MICHAEL NELSKYLA
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
ADAM CHRISTOPHER WATTS
Chief Compliance Officer, CHIEF OPERATING OFFICER, President
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,500,000 | $17,500 |
| Non-Discretionary | $0 | -- |
| Total | $3,500,000 | $17,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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