SOVEREIGN FINANCIAL GROUP, INC.

STAMFORD, Connecticut·2 registered advisors·CRD# 294314
SEC# 801-11452919(888) 765-8180
01

Firm Overview

AUM
$717M
Regulatory assets under management
Employees
24
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SOVEREIGN FINANCIAL GROUP, INC.

2 registered advisors
Charles Failla
STAMFORD, Connecticut
CFP
John Karl Kochersperger
STAMFORD, Connecticut
05

Office Locations

STAMFORD, Connecticut
2 advisors

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Data sourced from SEC Form ADV filings. SOVEREIGN FINANCIAL GROUP, INC. (CRD# 294314) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.