Sean
Soulvie
Rs Asset Management, LLC
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About this Advisor
Sean Soulvie is a financial advisor who works in Colorado Springs, Colorado with a total of 12 years of relevant experience. Soulvie is currently employed by Rs Asset Management, LLC. The advisor has gained experience at Lpl Financial LLC and Rs Asset Management, LLC. Soulvie maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Colorado and Texas. Rs Asset Management, LLC is a financial advisory business based in Colorado Springs, CO. It manages $115 million in total assets among its 439 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 439 client accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on the type of services. Fee types charged by Rs Asset Management, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rs Asset Management, LLC Brokerage Details
$114,872,438
2
439
$261,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sean Soulvie Work History
Sean has been registered as a financial advisor for 12 years.*
Lpl Financial LLC
Rs Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sean Soulvie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rs Asset Management, LLC
Colorado Springs, CO
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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