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South Cove Financial, LLC

Headquartered in HENDERSON, NV

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Firm Information

South Cove Financial, LLC is an investment advisor with $130,000,000 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They have 3 investment adviser representatives and 456 accounts.

South Cove Financial, LLC

$130.00M

Assets Under Management

250

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SOUTH COVE FINANCIAL, LLC has a total of 1 branch locations across the country.
location

HENDERSON, NV

Advisors at South Cove Financial, LLC

View All 2 Advisors
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Bryan Morgan Frutchey

RA

HENDERSON, NV

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Michael Steven Sondheim

RA

HENDERSON, NV

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Carolyn Marie Horadan

RA

HENDERSON, NV

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Disclosures

There are no public disclosures for South Cove Financial, LLC.

Frequently Asked Questions (9)

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