SOVEREIGN PRIVATE WEALTH, INC.
SOVEREIGN PRIVATE WEALTH, INC. of CLEARWATER, FL is an SEC-registered investment adviser (CRD 151419). Regulatory assets under management: $31.2M.
Registration
- CRD: 151419
- SEC file number: 801-70589
- Type: Registered investment adviser
- Location: 28050 U. S. HIGHWAY 19 N., CLEARWATER, FL, 33761
- Phone: 727-784-4841
- Latest filing: 2012-08-22
- Regulatory AUM: $31.2M
- Discretionary AUM: $24.5M
- Non-discretionary AUM: $6.7M
- Clients: 1
- Accounts: 199
Officers, owners & control persons (1)
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