SOVEREIGN INVESTMENT ADVISORS LLC

PHOENIX, Arizona·3 registered advisors·CRD# 149040
SEC# 801-809420480-385-2850
01

Firm Overview

AUM
$2.3B
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at SOVEREIGN INVESTMENT ADVISORS LLC

3 registered advisors
April Dawn Lamb
PHOENIX, Arizona
Jeffrey Michael Lamb
PHOENIX, Arizona
Todd Coleman Early
PHOENIX, Arizona
05

Office Locations

PHOENIX, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. SOVEREIGN INVESTMENT ADVISORS LLC (CRD# 149040) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.