$92.1M Total AUM
$92.1M Disc. AUM
-- 3Y CAGR
2 Employees
290 ADV. Clients
16 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-30-2010
- Office Locations
- 1
Office Locations
12 Brocster CT Phoenix MD
About Sovereign Financial Services, LLC
Sovereign Financial Services is a family-run RIA in Towson, MD providing personalized financial planning, insurance, and portfolio reviews for individuals and families, with dedicated support for women investors and clients navigating divorce. The team focuses on asset allocation and portfolio construction, including mutual funds and fixed income, and shares practical education through downloadable guides.
Team overview
-- AVG AGE
$46.1M AVG AUM / ADVISOR
$317.6K AVG AUM / CLIENT
10.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Services
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Technology
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Owner & Executives
SHAWN PATRICK MILLER
Chief Compliance Officer, President
- CRD
- #3241857
- Ownership
- 75% or more
Available
Available
Available
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Melissa Jeanne Miller
Managing Director
- CRD
- #6616584
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,115,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,115,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Sovereign Bonds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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