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 plansUnlock full export (Pro)

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 · all filings	PORTLAND, OR	Advisor / Consultant	136	$9.8M	$27K	$19