Sovereign Investment Advisors LLC
Legal Name: SOVEREIGN INVESTMENT ADVISORS LLC
Full Contact Details
Sovereign Investment Advisors LLC
3930 E RAY ROAD SUITE 170, PHOENIX, AZ
480-385-2850
480-385-2855
Other Info
Sovereign Investment Advisors LLC, a Limited Liability Company based in Arizona, operates with a team of six professionals, which includes five advisors. Details about their clientele remain scanty. Most recently, they earned their SEC approval on February 19, 2015.
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Direct Owners
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APRIL DAWN LAMB
CHIEF COMPLIANCE OFFICER owns less than 5%
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JEFFREY MICHAEL LAMB
PRINCIPAL owns 75% or more
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SOVEREIGN FINANCE LLC
SOLE MEMBER owns more than 10% but less than 25%
Indirect Owners
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JEFFREY MICHAEL LAMB
MANAGING MEMBER owns 75% or more
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MORONGO BAND OF MISSION INDIANS
INVESTOR MEMBER owns more than 25% but less than 50%
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