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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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