Sovereign Investment Advisors LLC
Sovereign Investment Advisors LLC (CRD# 149040) is a financial advisory firm headquartered in Phoenix, AZ. They manage $2,327,230,630 in 139 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management2,327MILLION
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Total Number of Accounts139ACCOUNTS
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Average Account Value$16,742,666
- 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
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.
Todd Early (CRD# 5659698) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Midlothian, VA and has over 14 years of experience in the finance industry.
Matthew Eden (CRD# 4197510) 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.
Charles Freemont (CRD# 4052394) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Portland, OR and has over 24 years of experience in the finance industry.
Courtney Monteiro (CRD# 5184232) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.
Tresten Joseph (CRD# 7257463) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Phoenix, AZ and has over 3 years of experience in the finance industry.