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Building 2SOVEREIGN WEALTH MANAGEMENT INC

Map pinMEMPHIS, TN
Phone901-685-5050
NotebookSEC #801-55667
Total AUM
$301.3M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
999 SOUTH SHADY GROVE ROAD
SUITE 301
MEMPHIS
TN 38120
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
901-685-5050

ReceiptFinancials

Total AUM
$301.3M
Accounts
214
Discretionary
$202.4M
Accounts
162
Non-Discretionary
$98.9M
Accounts
52

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMOTNTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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