SOVEREIGN INVESTMENT ADVISOR

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

136

Total plan assets

$9.8M

Filings (rows)

Direct comp

$27K

Indirect comp

$19

Showing only "SOVEREIGN INVESTMENT ADVISOR"

View all 2 variants aggregated →

SOVEREIGN INVESTMENT ADVISORS6 SOVEREIGN INVESTMENT ADVISOR1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD NORTHWEST PORTLAND AREA INDIAN HEALTH BOARD 403(B) PLAN	PORTLAND, OR	Advisor / Consultant	136	$9.8M	$27K	$19