Sovereign Finance Group

GPTKB entity

Statements (55)
Predicate Object
gptkbp:instanceOf gptkb:Financial_Services_Company
gptkbp:awards Top 100 Financial Advisors 2021
Best_Financial_Services_Company_2020
gptkbp:CEO gptkb:John_Doe
gptkbp:communityEvents Webinars
Annual Conferences
Local Meetups
gptkbp:communityInvolvement Sponsorship of Local Events
Charitable Donations
Financial Literacy Programs
gptkbp:customerBase Individuals
Corporations
Non-profits
gptkbp:employeeCount 200
gptkbp:financials Annual Report 2022
Quarterly Report Q1 2023
Investment Performance Report 2023
gptkbp:focusesOn High Net Worth Individuals
Institutional Investors
gptkbp:foundedIn 2005
gptkbp:hasSubsidiary gptkb:Sovereign_Asset_Management
gptkb:Sovereign_Capital_Partners
gptkbp:headquarters gptkb:New_York,_USA
https://www.w3.org/2000/01/rdf-schema#label Sovereign Finance Group
gptkbp:investmentFocus Risk Management
Asset Allocation
Diversified_Portfolios
gptkbp:missions To provide exceptional financial services.
gptkbp:offersServices Investment Management
Financial_Advisory
Wealth_Management
gptkbp:operatesIn gptkb:Asia
gptkb:North_America
Europe
gptkbp:partnerships Various Financial Institutions
gptkbp:regulatoryBody gptkb:Securities_and_Exchange_Commission
gptkb:Financial_Industry_Regulatory_Authority
gptkbp:researchAndDevelopment Investment Research
Market Analysis
Product Development
gptkbp:socialResponsibility Community Engagement
Sustainable Investing
Ethical Practices
gptkbp:technology Data_Analytics
Financial_Technology_Solutions
Client_Management_Software
gptkbp:trainingPrograms Compliance Training
Client Education
Employee Development
gptkbp:values Innovation
Integrity
Excellence
Client Focus
gptkbp:vision To be a leader in financial services.
gptkbp:website www.sovereignfinancegroup.com