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SOVEREIGN INVESTMENT ADVISORS LLC
Tel: 480-385-2850
3930 E Ray Road Suite 170 Phoenix, Arizona 85044
SOVEREIGN INVESTMENT ADVISORS LLC
SOVEREIGN INVESTMENT ADVISORS LLC is a Phoenix, Arizona based financial advisory firm with nearly $2,327,230,630 in assets under management and provides investment advisory services for 139 clients. There are currently 8 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
149040
SEC#:
801-80942
No. of Clients:
139
Assets under Management
$2,327,230,630
No. of Advisors:
8
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