Sovereign Investment Advisors is an investment advisor in Phoenix with $2.21 bn assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
263644360
SEC advisor number
801-80942
FINRA CRD number
149040
AUM ?
$2.33 bn
(as of 15 Mar 24)
Accounts
139
(as of 15 Mar 24)
Employees
8
(6 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
28 Apr 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22