Assets Under Management
$3.0B
Number of Clients
38
Number of Advisors
6
Average Client AUM
$78.7M
AUM per Advisor
$498.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sovereign Investment Advisors, LLC (SIA) offers discretionary and non-discretionary portfolio management services tailored to client needs. They advise on asset allocation, select investment managers, and provide ongoing administration. SIA also offers pension advisory services to employee benefit plans. SIA is affiliated with Sovereign Finance, LLC and Sovereign Consulting, LLC.
3930 E Ray Road Suite 170, Phoenix, AZ, 85044