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SOVEREIGN FINANCIAL GROUP, INC.
35 West Broad Street
Suite 100
Stamford, Connecticut 06902
Tel: (888) 765-8180
About SOVEREIGN FINANCIAL GROUP, INC.
SOVEREIGN FINANCIAL GROUP, INC, formally registered with the SEC as SOVEREIGN FINANCIAL GROUP, INC. The firm was established in 01/31/2019. They have over 20 offices throughout the country.
SOVEREIGN FINANCIAL GROUP, INC. is a Stamford, Connecticut based Financial Planning firm with nearly $716,898,042 assets under management, offering retirement planning & investment advisory services to 2998 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 294314 |
| SEC# | 801-114529 |
| Assets Managed by Firm | $716,898,042 |
| No. of Clients | 2998 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2998 | $716,898,042 |
| Individuals (other than high net worth individuals) | 948 | $258,493,260 |
| High net worth individuals | 190 | $436,998,921 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,594,008 |
| Charitable organizations | Fewer than 5 clients | $11,341,137 |
| Corporations or other businesses | 7 | $4,470,716 |
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