Savedaily.Com, Inc. (Costa Mesa)

Name: Savedaily.Com, Inc.
Address: 1503 South Coast Drive, Costa Mesa, CA, 92626
Telephone: 562-795-7500

Savedaily.Com, Inc. is an internet adviser based in Costa Mesa. It manages $1.25 million of regulatory assets for 248 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Savedaily.Com provides low cost savings and investment strategies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Savedaily.Com: assets under management

The assets under management (AUM) of Savedaily.Com, Inc. is $1.25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17689% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.04 thousand each.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Savedaily.Com, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Harry Shuler Dent serves?

The only and largest group of clients of Harry Shuler Dent is individuals with 248 clients and $1.25 million of assets under management. Among the 1 most similar advisory firms, Savedaily.Com has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $1.25 million for 248 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Savedaily.Com doesn't advise any private funds.

Careers at Savedaily.Com, Inc.

The company employs 20 people that are either part- or full-time employees. No employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Harry Shuler Dent has been acting as President since 1 Feb 2001. Stan Louis Smith joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eric Anthony Solis	Director	1 May 1999	Other	1444147
Kenneth Patrick Carroll	Chief financial officer	1 May 1999	Other	1779816
William Joseph Klipp	Director	1 Mar 2000	Other	2069962
Burgelman A. Robert	Director	1 Mar 2000	Other	4355961
Patrick Edward Michela	General counsel	1 Apr 2000	Other	4355949
Llc Eagle Crest Ventures	Shareholder	1 Apr 2000	Other	33-0902943
Llc Forest Holdings	Shareholder	1 Apr 2000	Other	33-0902943
Tom Decker Seip	Director	1 May 2000	Other	1091663
Hs Dent Foundation	Shareholder	1 Sep 2000	25% - 50%	xxx-xx-xxxx
Jeffrey Wade Mahony	Chief operations officer/president	1 Oct 2000	Other	4355944
Harry Shuler Dent	Director	1 Feb 2001	Other	2396501
Inc. Goldk	Shareholder	1 Sep 2001	Other	04-355-1185
Darren Donald Donaho	Shareholder	1 Aug 2010	Other	5945426
Darren Donaho	Shareholder	1 Aug 2010	Other	5945426
Gregory Drew Vacca	Ceo, president, director	1 Jan 2011	Other	1628769
Ida Holdings	Shareholder	1 Mar 2011	Other	45-2477860
Llc Daily Investors	Shareholder	1 Mar 2011	Other	45-2477860
Robert James Roche	Chief compliance officer	1 Aug 2012	Other	2463984
Diann Elaine Kozlowski	Chief compliance officer	1 Apr 2013	Other	5423579
Jeffrey Wade Mahony	Chairman of board	1 Oct 2013	Other	4355944
Savedaily Holdings Corp.	Shareholder	1 Nov 2013	75% - 100%	46-4191019
Steven Douglas Durbin	Chief financial officer, director	1 Jan 2014	Other	5893031
Jeffrey Wade Mahony	Ceo	1 May 2016	Other	4355944
Stan Louis Smith	Ceo	1 Feb 2018	Other	3119803

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Harry Shuler Dent Jr.	Shareowner	1 Apr 2000	50% - 75%	xxx-xx-xxxx
Lp Savedaily Partners	Shareholder	1 Nov 2013	50% - 75%	90-0907874
Quail Bend Partners Llc	Shareholder	1 Nov 2013	75% - 100%	xxx-xx-xxxx
Steven Douglas Durbin	Managing member, shareholder	1 Nov 2013	75% - 100%	5893031

Based in Costa Mesa

The principal office where Savedaily.Com, Inc. performs its advisory services is located at 1503 South Coast Drive, Costa Mesa, CA 92626, 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 562-795-7500 or by fax 562-684-4831. The normal business hours are 6:00 a.m. - 6:00 p.m. pst on Monday - Friday. You can find more information about the New York firm at savedaily.com.