Pecusavvy Financial

EST. AUM
$9,131,660

CONTACTS
1

CLIENT ACCOUNTS
50

Firm Details

Metro area Austin
CRD Number 339768
Website pecusavvyfinancial.com
Client types

Overview

Pecusavvy Financial is an SEC-registered investment adviser providing personalized wealth management and financial planning services. The firm specializes in creating discretionary portfolios tailored to retail investors' risk tolerances and long-term financial goals, primarily utilizing diversified market instruments.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Pecusavvy Financial

Platform Details

Investment Preferences

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Address

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