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Building 2SOVEREIGN INVESTMENT ADVISORS LLC

Map pinPHOENIX, AZ
Phone480-385-2850
NotebookSEC #801-80942
Total AUM
$3.3B
Employees
8
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
3930 E RAY ROAD SUITE 170
PHOENIX
AZ 85044
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
480-385-2850

ReceiptFinancials

Total AUM
$3.3B
Accounts
144
Discretionary
$3.3B
Accounts
138
Non-Discretionary
$52.9M
Accounts
6

ContactClients

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Individual Clients
4
AUM
$1.7M
Pension/Profit Sharing Plan Clients
4
AUM
$52.9M
Other Clients
33
AUM
$3.3B
Description of Other Clients
NATIVE AMERICAN TRIBES, TRIBAL ENTITIES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZNEORTX

HandshakeAffiliates

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

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