S
$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
3 Employees
130 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-03-2018
- Office Locations
- 2
Office Locations
-- Gilbert AZ
-- Mesa AZ
About Sevensuede Investment Advisor
Sevensuede Investment Advisor is a Gilbert-based RIA with 2 offices. The firm has been operating for 7 years. Managing $13.0M in total assets under management, with 3 advisory representatives.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$100.0K AVG AUM / CLIENT
3.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KATELYN SIRRINE
President
- CRD
- #6988253
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
D
Derek Hargrove
--
- CRD
- #8252833
Available
Available
Available
T
Trennon Udall
Senior Financial Advisor
- CRD
- #7492056
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing