Michael AssamCRD Number: 4314139
Current Firm: Sovereign Investment Advisors LLC
Michael Assam (CRD# 4314139) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Sovereign Finance LLC||Phoenix, AZ||Aug 2010 - Current||13|
|Sovereign Investment Advisors LLC||Phoenix, AZ||Aug 2010 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2004|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
Total Assets Under Management2,102MILLIONS
Total Number of Accounts129ACCOUNTS
Average Account Value$16,291,445
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, OR, TX, UT, VA
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