Sovereign Investment Advisors LLC

Sovereign Investment Advisors LLC (CRD# 149040) is a financial advisory firm headquartered in Phoenix, AZ. They manage $218,577,836 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $18,214,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, SD

Financial Advisors at Sovereign Investment Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael B. Assam
CRD#: 4314139
Sioux Falls, SD
93
Wealthminder
score

Michael Assam (CRD# 4314139) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Sioux Falls, SD and has over 12 years of experience in the finance industry.

2
Matthew P. Eden
CRD#: 4197510
3930 E Ray Road Suite 170, Phoenix, AZ 85044
93
Wealthminder
score

Matthew Eden (CRD# 4197510) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Phoenix, AZ and has over 12 years of experience in the finance industry.

3
Courtney A. Monteiro
CRD#: 5184232
3930 E Ray Road Suite 170, Phoenix, AZ 85044
73
Wealthminder
score

Courtney Monteiro (CRD# 5184232) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry.

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