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
Andrew Evans (CRD# 5952687) 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.
Eric Finke (CRD# 4656983) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 20 years of experience in the finance industry.
William Frankenstein (CRD# 1027453) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 36 years of experience in the finance industry.
Daniel Heidelberger (CRD# 5164333) 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.
Lawrence Hudson (CRD# 5843467) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 13 years of experience in the finance industry.
Carl Jackson (CRD# 2194987) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 30 years of experience in the finance industry.
James Jones (CRD# 4750726) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 20 years of experience in the finance industry.
Christopher Kilrain (CRD# 6361650) 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.
Danilo Kim (CRD# 4986454) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 18 years of experience in the finance industry.
