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Southern Pacific Asset Management LLC

Headquartered in YUMA, AZ

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Firm Information

Southern Pacific Asset Management LLC is an investment advisory firm based in California. They provide financial planning, educational seminars, and portfolio management services for individuals and high-net-worth individuals. They manage approximately $5.9 million in assets for 102 clients.

Southern Pacific Asset Management LLC

$5.94M

Assets Under Management

Not reported

Total Clients

1

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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)

SOUTHERN PACIFIC ASSET MANAGEMENT LLC has a total of 1 branch locations across the country.
location

YUMA, AZ

Advisors at Southern Pacific Asset Management LLC

View All 1 Advisors
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Shawn McKeown

RA

YUMA, AZ

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Disclosures

There are no public disclosures for Southern Pacific Asset Management LLC.

Frequently Asked Questions (5)

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