Surgo Asset Management, LLC

Surgo Asset Management, LLC (CRD# 168987) is a financial advisory firm headquartered in Jackson, MS. They manage $600,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Surgo Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Glover A. Russell
CRD#: 5735300
120 North Congress Street, Suite 620, Jackson, MS 39201

Glover Russell (CRD# 5735300) is an Investment Advisor Representative working at Surgo Asset Management, LLC in Jackson, MS and has over 7 years of experience in the finance industry.

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