Courtney Alexander Monteiro

Sovereign Investment Advisors LLC

15 Years of Experience

1 Disclosure

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Areas of Practice

Investment ManagementRetirement Planning

Sovereign Investment Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

38 clients

Average Client Portfolio

$78.7M average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

3930 E Ray Road Suite 170, Phoenix, AZ, 85044

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History

Regulatory History (1)

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Criminal

April 2014

Final Disposition

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Other Business Activities

Courtney works for Sovereign Consulting as a Senior Vice President, dedicating about a quarter of their time during market hours.

Employment History

Current Registrations

Sovereign Investment Advisors LLC

May 2012 - Present · 13 yrs 9 mos

Previous Registrations

J.P. Morgan Securities INC.Broker

September 2006 - August 2008 · 1 yr 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.