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Home > Retirement Planners > texas > austin > SVRN ASSET MANAGEMENT, LLC
SVRN ASSET MANAGEMENT, LLC
111 Congress Avenue
Suite 500
Austin, Texas 78701
Tel: 773-442-2294
About SVRN ASSET MANAGEMENT, LLC
SVRN ASSET MANAGEMENT, LLC, formally registered with the SEC as SVRN ASSET MANAGEMENT, LLC. The firm was established in 05/21/2021. They have over 1 offices throughout the country.
SVRN ASSET MANAGEMENT, LLC is a Austin, Texas based Financial Planning firm with nearly $211,949,639 assets under management, offering retirement planning & investment advisory services to 150 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 222518 |
| SEC# | 801-121279 |
| Assets Managed by Firm | $211,949,639 |
| No. of Clients | 150 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 150 | $211,949,639 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $3,624,296 |
| High net worth individuals | 14 | $157,784,029 |
| Charitable organizations | Fewer than 5 clients | $26,611,313 |
| Corporations or other businesses | Fewer than 5 clients | $9,764,218 |
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