SOVEREIGN FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$1,082,552,821
Discretionary
$1,064,298,928
Non-discretionary
$18,253,893
Firm details
- CRD number
- 294314
- SEC file number
- 801-114529
- Main office
- STAMFORD, CT, United States
- Employees
- 31
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.