CRD: 167663
Sovereign Global Advisors LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-04-2014
- Office Locations
- 4
Office Locations
About Sovereign Global Advisors LLC
Sovereign Global Advisors is a Denver-based investment firm and broker-dealer serving high net worth families and corporations while supporting a network of independent reps. The team focuses on portfolio construction, asset allocation and risk management, using ETFs and mutual funds as core vehicles alongside planning needs such as tax and insurance. Custody support includes Fidelity/NFS. Led by founder/CEO John Dragotta.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN ANGELO DRAGOTTA JR
Advisor, Chief Executive Officer
- CRD
- #3045806
- Ownership
- Less than 5%
BRIAN EUGENE MOHNEY
AMLCO, Associate, Chief Compliance Officer, Financial Representative, Finop
- CRD
- #2890043
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
JASON LAWRENCE APTER
Chief Executive Officer
- CRD
- #1267475
CLIFTON MARCELLUS COGER
Accountant
- CRD
- #3126638
Showing 2 of 11 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,083,581 | -- |
| Non-Discretionary | $2,108,775 | -- |
| Total | $4,192,356 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing