Savrin

Savrin (CRD# 291554) is a financial advisory firm headquartered in , . They manage $5,271,000 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.linkedin.com/in/julian-cash-cfa/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $181,759
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, ID

Financial Advisors at Savrin
Showing 1 - 1 of 1 top financial advisors.
1
Julian Cash, financial advisor New Canaan CT
Julian P. Cash
CRD#: 4506274
New Canaan, CT

Julian Cash (CRD# 4506274) is an Investment Advisor Representative working at Savrin in New Canaan, CT and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals