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Building 2SOVEREIGN PRIVATE WEALTH, INC.

Map pinCLEARWATER, FL
Phone727-784-4841
NotebookSEC #801-70589
Total AUM
$31.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13575 58TH STREET, N SUITE 224
CLEARWATER
FL 33760
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
727-784-4841

ReceiptFinancials

Total AUM
$31.2M
Accounts
199
Discretionary
$24.5M
Accounts
155
Non-Discretionary
$6.7M
Accounts
44

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional 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 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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