Sovereign Investment Advisors LLC

Sovereign Investment Advisors LLC (CRD# 149040) is a financial advisory firm headquartered in Phoenix, AZ. They manage $374,961,277 in 18 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $20,831,182
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, OR, UT, VA

Financial Advisors at Sovereign Investment Advisors LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael B. Assam
CRD#: 4314139
3930 E Ray Road Suite 170, Phoenix, AZ 85044
93
Wealthminder
score

Michael Assam (CRD# 4314139) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Phoenix, AZ and has over 13 years of experience in the finance industry.

2
Todd C. Early
CRD#: 5659698
Midlothian, VA
93
Wealthminder
score

Todd Early (CRD# 5659698) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Midlothian, VA and has over 8 years of experience in the finance industry.

3
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 13 years of experience in the finance industry.

4
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 11 years of experience in the finance industry.

5
Charles V. Freemont
CRD#: 4052394
Portland, OR
68
Wealthminder
score

Charles Freemont (CRD# 4052394) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Portland, OR and has over 18 years of experience in the finance industry.

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