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Building 2SOVEREIGN INTERNATIONAL ASSET MANAGEMENT, INC.

Map pinCLEARWATER, FL
Phone727-784-4841
NotebookSEC #801-61272
Total AUM
$36.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
28050 U. S. HIGHWAY 19 N.
SUITE 405A
CLEARWATER
FL 33761
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
727-784-4841

ReceiptFinancials

Total AUM
$36.6M
Accounts
381
Discretionary
$36.4M
Accounts
379
Non-Discretionary
$193.4K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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