SOVRAN ADVISORS, LLC
Tel: 619-281-9890 3131 Camino Del Rio N. Suite 1350 San Diego, California 92108
About SOVRAN ADVISORS, LLC
SOVRAN ADVISORS, LLC is a San Diego, California based financial advisory firm with nearly $1,169,596,678 in assets under management and provides investment advisory services for 4470 clients. There are currently 43 financial advisors at the firm.
General Information
Firm CRD#:
329415
Firm SEC#:
801-129342
Assets Under Management:
$1,169,596,678
No. of Clients:
4470
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors
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