3930 E Ray Road Suite 170
Phoenix, Arizona 85044
Tel: 480-385-2850
SOVEREIGN INVESTMENT ADVISORS LLC, formally registered with the SEC as SOVEREIGN INVESTMENT ADVISORS LLC. The firm was established in 02/19/2015. They have over 1 offices throughout the country.
SOVEREIGN INVESTMENT ADVISORS LLC is a Phoenix, Arizona based Financial Planning firm with nearly $2,327,230,630 assets under management, offering retirement planning & investment advisory services to 139 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 149040 |
SEC# | 801-80942 |
Assets Managed by Firm | $2,327,230,630 |
No. of Clients | 139 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 139 | $2,327,230,630 |
Individuals (other than high net worth individuals) | 4 | $1,512,008 |
Pension and profit sharing plans | 7 | $45,388,416 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$94,557,613,744 | 437201 | 6838 | |
$57,786,360,253 | 69 | 121 | |
$32,630,475,936 | 25 | 152 | |
$22,942,793,322 | 142 | 123 | |
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 7333 East Doubletree Ranch Rd Suite 120 Scottsdale, AZ, 85258 | $9,326,336,708 | 43221 | 570 |
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