SOVEREIGN FINANCIAL SERVICES, LLC
Phoenix, MD
AUM
$92.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-575-3120
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MD, PHOENIX
2 advisers found
Phoenix, MD
AUM
$92.1M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-575-3120
Phoenix, MD
AUM
$18.5M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
443-212-1122