SOVRAN ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 329415). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Jeremy Scot Martinson | PRESIDENT AND CFO | — |
| Paul Richard Justin | CEO | — |
| Elizabeth Arce | CHIEF COMPLIANCE OFFICER | San Diego, CA |
| MARTINSON JEREMY SCOT | PRESIDENT AND CCO; PRESIDENT AND CFO | — |
| JUSTIN PAUL RICHARD | CEO | — |
| Espinoza Elizabeth | CHIEF COMPLIANCE OFFICER | — |
| ARCE ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | criminal | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| PASADENA | CA | 25 | 619-281-9890 |
| COSTA MESA | CA | 19 | 619-281-9890 |
| WEST COVINA | CA | 3 | 6267552172 |
| WEST COVINA | CA | 3 | 6267552172 |
| RANCHO CUCAMONGA | CA | 1 | 909-321-5170 |
| PETALUMA | CA | 1 | 707-387-9491 |
| RANCHO CUCAMONGA | CA | 1 | 909-321-5170 |
| WOODLAND HILLS | CA | 1 | 818-264-0314 |
| — | — | 1 | 360-.30-2752 |
| PETALUMA | CA | 1 | 707-387-9491 |