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SOVEREIGN WEALTH ADVISORS LLC
Tel: 713-527-3400
3120 Southwest Frwy Suite 500
Houston, Texas 77098
SOVEREIGN WEALTH ADVISORS LLC
SOVEREIGN WEALTH ADVISORS LLC is a Houston, Texas based financial advisory firm with nearly $547,404,211 in assets under management and provides investment advisory services for 1393 clients. There are currently 40 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
188524
SEC#:
801-98346
No. of Clients:
1393
Assets under Management
$547,404,211
No. of Advisors:
40
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