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
Trenton Adams (CRD# 2218480) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 31 years of experience in the finance industry.
Andrew Baker (CRD# 6207565) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Matthew Barnhart (CRD# 4147797) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry.
Brian Brennan (CRD# 5964207) 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.
Joseph Brocato (CRD# 5108805) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 17 years of experience in the finance industry.
Michael Cadis (CRD# 4277771) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry.
Pamela Castanon (CRD# 6690417) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 7 years of experience in the finance industry.
Erica Cordova (CRD# 6387007) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Phillip Di Rocco (CRD# 4797623) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 19 years of experience in the finance industry.