Svrn Asset Management, LLC

Svrn Asset Management, LLC (CRD# 222518) is a financial advisory firm headquartered in Austin, TX. They manage $137,924,368 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
111 Congress Avenue, Suite 500, Austin, TX 78701
https://www.severianasset.com
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,242,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Svrn Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel Lee, financial advisor Austin TX
Samuel Y. Lee
CRD#: 6480717
111 Congress Avenue, Suite 500, Austin, TX 78701

Samuel Lee (CRD# 6480717) is an Investment Advisor Representative working at Svrn Asset Management, LLC in Austin, TX and has over 9 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.

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