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SOVEREIGN INVESTMENT ADVISORS LLC

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

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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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