SOVEREIGN WEALTH MANAGEMENT INC
CRD #109024 SEC #801-55667 MEMPHIS, TN 901-685-5050
SEC Registered
Total AUM
$273.1M
Discretionary
$272.2M
Employees
--
Clients
51
Accounts
152
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2010 | $301.3M | $202.4M | $98.9M | -- | -- |
| Jan 2010 | $307.3M | $144.2M | $163.1M | -- | -- |
| Apr 2009 | $307.3M | $144.2M | $163.1M | -- | -- |
| Mar 2008 | $449.3M | $167.2M | $282.2M | -- | -- |
| Sep 2007 | $273.1M | $272.2M | $827.1K | -- | -- |
| Mar 2007 | $273.1M | $272.2M | $827.1K | -- | -- |
| Mar 2006 | $173M | $172.3M | $664.3K | 10 | -- |
| Mar 2006 | $173M | $172.3M | $664.3K | 10 | -- |
| Apr 2004 | $86.6M | $84.7M | $1.8M | 10 | -- |
| Apr 2002 | $38.2M | $37.2M | $1M | 10 | -- |
| Jul 2001 | $42.4M | $40.6M | $1.9M | 10 | -- |
DateOct 2010
Total AUM$301.3M
Discretionary$202.4M
Non-Disc.$98.9M
Employees--
Clients--
DateJan 2010
Total AUM$307.3M
Discretionary$144.2M
Non-Disc.$163.1M
Employees--
Clients--
DateApr 2009
Total AUM$307.3M
Discretionary$144.2M
Non-Disc.$163.1M
Employees--
Clients--
DateMar 2008
Total AUM$449.3M
Discretionary$167.2M
Non-Disc.$282.2M
Employees--
Clients--
DateSep 2007
Total AUM$273.1M
Discretionary$272.2M
Non-Disc.$827.1K
Employees--
Clients--
DateMar 2007
Total AUM$273.1M
Discretionary$272.2M
Non-Disc.$827.1K
Employees--
Clients--
DateMar 2006
Total AUM$173M
Discretionary$172.3M
Non-Disc.$664.3K
Employees10
Clients--
DateMar 2006
Total AUM$173M
Discretionary$172.3M
Non-Disc.$664.3K
Employees10
Clients--
DateApr 2004
Total AUM$86.6M
Discretionary$84.7M
Non-Disc.$1.8M
Employees10
Clients--
DateApr 2002
Total AUM$38.2M
Discretionary$37.2M
Non-Disc.$1M
Employees10
Clients--
DateJul 2001
Total AUM$42.4M
Discretionary$40.6M
Non-Disc.$1.9M
Employees10
Clients--