Sovran Advisors, LLC
Sovran Advisors, LLC (CRD# 329415) is a financial advisory firm headquartered in San Diego, CA. They manage $841,576,392 in 3,480 accounts and serve the financial needs of clients across 31 states (or territories).
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Total Assets Under Management842MILLION
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Total Number of Accounts3,480ACCOUNTS
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Average Account Value$241,832
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
Paul Barnum (CRD# 7420159) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 2 years of experience in the finance industry.
Richard Glass (CRD# 1282717) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 12 years of experience in the finance industry.
Samantha Jackson-Kittle (CRD# 5515521) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 15 years of experience in the finance industry.
Kenza McKerrihan (CRD# 7358589) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 2 years of experience in the finance industry.