Investment adviser · CRD 158064
SEVERN FINANCIAL ADVISORS
Investment adviser filing (IA)
DODD, ANDREW JAMES
JUPITER, FL, United States · Form ADV filed May 9, 2012
- Regulatory AUM
- $10M Form ADV · Item 5.F
- Client accounts
- 5 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 9, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
107 AMBERJACK LANEJUPITER, FL, 33477, United States
CRD 158064
Filing source
Form ADV 646156 · May 9, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.