SOVEREIGN INVESTMENT ADVISORS LLC

3930 E Ray Road Suite 170
Phoenix, Arizona 85044
Tel: 480-385-2850

About SOVEREIGN INVESTMENT ADVISORS LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	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

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