Sovereign Investment Advisors LLC

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Assets, Funds, Holdings

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Sovereign Investment Advisors LLC
CRD #149040
SEC #801-80942
CIK #
AUM $772.1 MM (100% Disc, 100% US, 2020-03-23)
Employees6 (83% Investors, 0% Brokers)
Phone480-385-2850
Address3930 E Ray Road Suite 170
Phoenix, AZ 85044
Source [IAPD] [Website]
Total AUM ($MM)
77562046531015502009201320172021
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Versant Capital Management Inc
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Oppenheimer Investment Management LLC
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Cranbrook Wealth Management LLC
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Petersen Hastings Investment Management Inc
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Capital Advisors Ltd LLC
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Ascent Wealth Partners LLC
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