Sovereign Financial Group, Inc., CT — Investment Adviser | BuildTrust

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SOVEREIGN FINANCIAL GROUP, INC.

Investment AdviceSTAMFORD, CT

Assets Under Management

$882.7M

Total AUM

Donut chart: Discretionary 850.2M, Non-Discretionary 32.5M
Category	Value
Discretionary	850.2M
Non-Discretionary	32.5M

Adviser Information

Field	Value
CRD Number	294314
SEC Number	801-114529
Street Address	35 WEST BROAD STREET
Street Address 2	SUITE 100
Location	STAMFORD, CT 06902
Country	United States
Phone	(888) 765-8180
Fax	(888) 765-8195
Total Employees	26
Business Types	insurance_broker

Client Count by Type (1,246 Total)

Horizontal bar chart: Individuals (other than H… 901, High Net Worth Individual… 326, Charitable Organizations 8, Corporations/Businesses 6, Pension/Profit Sharing Pl… 5
Category	Value
Individuals (other than H…	901
High Net Worth Individual…	326
Charitable Organizations	8
Corporations/Businesses	6
Pension/Profit Sharing Pl…	5