Isabella
Muturi Sauve

Tiaa-Cref Individual & Institutional Services, LLC

CRD#7011232
Investment Advisor
in Denver, CO

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About this Advisor

Isabella Muturi Sauve is a financial advisor based in Denver, Colorado with a total of 2 years of industry experience. Muturi Sauve is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Muturi Sauve has gained experience at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, University Of Colorado Denver, University Of Colorado and University Of Denver. Muturi Sauve has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Colorado. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company based out of New York, NY. It has offices in 136 locations and a total of 1,235 advisors. It manages $31 billion in assets among its 76,892 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 22 charities and foundations. Of its 76,892 customer accounts, 62% belong to high-net-worth investors who have greater than $1 million in investable assets. Tiaa-Cref Individual & Institutional Services, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Tiaa-Cref Individual & Institutional Services, LLC likely include asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Office Location

1670 Broadway, Suite 3300 Denver Regional
Denver, CO 80202-5602

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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details

Total Assets Under Management

$30,906,830,115

CO Average: $7,464,549,021
Total Number of Employees

1,235

CO Average: 88
Total Number of Accounts

76,892

CO Average: 3,892
Average Account Size

$401,951

CO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Isabella Muturi Sauve Work History

Isabella has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Tiaa

2018 - Present (6 years)

Tiaa-Cref Individual & Institutional Services, LLC

2013 - 2016 (3 years)

University Of Colorado Denver

2012 - 2018 (6 years)

University Of Colorado

2011 - 2013 (2 years)

University Of Denver

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Isabella Muturi Sauve to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Anthony Roselli
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David Arndt
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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