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Building 2SOVEREIGN ADVISERS

Map pinCHARLOTTE, NC
Phone704-366-1091
NotebookSEC #801-20028
Total AUM
$687.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3440 TORINGDON WAY
SUITE 308
CHARLOTTE
NC 28277-3279
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
704-366-1091

ReceiptFinancials

Total AUM
$687.9M
Accounts
543
Discretionary
$651.6M
Accounts
527
Non-Discretionary
$36.3M
Accounts
16

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMOMSNCNENJNMNVNYOHPAPRRISCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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