Svrn Asset Management, LLC
Svrn Asset Management, LLC (CRD# 222518) is a financial advisory firm headquartered in Chicago, IL. They manage $36,074,918 in 28 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$1,288,390
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Samuel Lee (CRD# 6480717) is an Investment Advisor Representative working at Svrn Asset Management, LLC in Chicago, IL and has over 3 years of experience in the finance industry.