Sovereign Investment Advisors LLC

Sovereign Investment Advisors LLC (CRD# 149040) is a financial advisory firm headquartered in Phoenix, AZ. They manage $2,101,596,381 in 129 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3930 E Ray Road Suite 170, Phoenix, AZ 85044
http://www.sovereigninvestmentadvisors.com
By the Numbers
  • Total Assets Under Management
    2,102
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $16,291,445
Compensation Options
  • A percentage of assets under your management
  • 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, TX, UT, VA

Financial Advisors at Sovereign Investment Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael Assam, financial advisor Phoenix AZ
Michael B. Assam
CRD#: 4314139
3930 E Ray Road Suite 170, Phoenix, AZ 85044

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.

2
Todd Early, financial advisor Midlothian VA
Todd C. Early
CRD#: 5659698
Midlothian, VA

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.

3
Matthew Eden, financial advisor Phoenix AZ
Matthew P. Eden
CRD#: 4197510
3930 E Ray Road Suite 170, Phoenix, AZ 85044

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.

4
Charles Freemont, financial advisor Portland OR
Charles V. Freemont
CRD#: 4052394
Portland, OR

Charles Freemont (CRD# 4052394) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Portland, OR and has over 23 years of experience in the finance industry.

5
Courtney Monteiro, financial advisor Phoenix AZ
Courtney A. Monteiro
CRD#: 5184232
3930 E Ray Road Suite 170, Phoenix, AZ 85044

Courtney Monteiro (CRD# 5184232) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Phoenix, AZ and has over 16 years of experience in the finance industry.

6
Tresten Joseph, financial advisor Gresham OR
Tresten D. Joseph
CRD#: 7257463
Gresham, OR

Tresten Joseph (CRD# 7257463) is an Investment Advisor Representative working at Sovereign Investment Advisors LLC in Gresham, OR and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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