TrueAdvisor
TrueAdvisor
TJ
TJ

Tresten Dzatsinna Joseph

Sovereign Investment Advisors LLC
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Sovereign Investment Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
38 clients
Average Client Portfolio
$78.7M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

3930 E Ray Road Suite 170, Phoenix, AZ, 85044

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tresten works for Sovereign Consulting (an affiliate of SIA) as Vice President. This takes about a quarter of his time during market hours.

Employment History
Current Registrations
Sovereign Investment Advisors LLC
September 2020 - Present · 5 yrs 5 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.