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Building 2SOVRAN ADVISORS, LLC

Map pinSAN DIEGO, CA
Phone619-281-9890
NotebookSEC #801-129342
Total AUM
$1.9B
Employees
64
Clients
4,018

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 CAMINO DEL RIO N.
SUITE 800
SAN DIEGO
CA 92108
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
619-281-9890
Other Offices
7

ReceiptFinancials

Total AUM
$1.9B
Accounts
6,135
Discretionary
$1.9B
Accounts
6,132
Non-Discretionary
$2.4M
Accounts
3

ContactClients

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Individual Clients
3,563
AUM
$890.7M
HNW Individual Clients
355
AUM
$834M
Pension/Profit Sharing Plan Clients
59
AUM
$105.4M
Charitable Organization Clients
15
AUM
$13.1M
Corporation or Business Clients
26
AUM
$31.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAHIIDILINLAMAMDMIMNMONCNENHNJNMNVNYOHORPASCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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