Sovereign Investment Advisors LLC


Assets, Funds, Holdings

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Sovereign Investment Advisors LLC
CRD #149040
SEC #801-80942
AUM $772.1 MM (100% Disc, 100% US, 2020-03-23)
Employees6 (83% Investors, 0% Brokers)
Address3930 E Ray Road Suite 170
Phoenix, AZ 85044
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
TDAM Cyprus Limited
Sapience Investments LLC
CA 0.8
Boston Hill Advisors LLC
MA 0.8
Roundview Capital LLC
NJ 0.8
Versant Capital Management Inc
AZ 0.8
Oppenheimer Investment Management LLC
NY 0.8
Cranbrook Wealth Management LLC
MI 0.8
Petersen Hastings Investment Management Inc
WA 0.8
Capital Advisors Ltd LLC
OH 0.8
Ascent Wealth Partners LLC
NY 0.8
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