Overview
Assets Under Management: $212 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 14
Average Client Assets: $11 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.44
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 150
Discretionary Accounts: 84
Non-Discretionary Accounts: 66
Regulatory Filings
CRD Number: 222518
Last Filing Date: 2025-02-27 00:00:00
Website: HTTPS://WWW.SEVERIANASSET.COM