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SOVEREIGN GLOBAL ADVISORS, LLC
CRD 167663
501 SOUTH CHERRY STREET, 11TH FLOOR, DENVER, CO, 80246, United States
Phone
866-790-9700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.2M
Discretionary AUM
$2.1M
Team
10 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD