CRD: 312822
Southern Pacific Asset Management L.l.c.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-23-2021
- Office Locations
- 1
Office Locations
About Southern Pacific Asset Management L.l.c.
Southern Pacific Asset Management, LLC is a Yuma, AZ-based RIA providing personalized financial planning and discretionary portfolio management. It supports pre-retirees with 401(k) rollovers and retirement plan evaluations, and helps young investors start with Roth IRA strategies. Portfolios are built to each client’s risk tolerance, with ETF and municipal-bond allocations, and include a Risk Number assessment to guide risk conversations.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Shawn McKeown
Chief Compliance Officer, Managing Member
- CRD
- #6637037
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,140,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,140,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing