SOVEREIGN INTERNATIONAL ASSET MANAGEMENT, INC.
Total AUM
$36.6M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
28050 U. S. HIGHWAY 19 N.
SUITE 405A
CLEARWATER
FL 33761
United States
SUITE 405A
CLEARWATER
FL 33761
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
727-784-4841
Financials
Total AUM
$36.6M
Accounts
381Discretionary
$36.4M
Accounts
379Non-Discretionary
$193.4K
Accounts
2
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES FOR SELECTION OF OTHER ADVISORS
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.