SOVEREIGN INVESTMENT ADVISORS LLC - Financial Advisor in Arizona, Phoenix

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

About 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

Firm CRD#:

149040

Firm SEC#:

801-80942

Assets Under Management:

$2,327,230,630

No. of Clients:

139

No. of Advisors:

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

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