Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for Sovereign Financial Group
- ·The full record, as it builds
Funding rounds
No funding rounds for Sovereign Financial Group are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Sovereign Financial Group
Provider of financial planning and wealth management services for individuals and small business owners. The firm offers retirement planning, investment management, estate planning, insurance policy reviews, and tax strategy, as well as retirement plans for small to mid-sized businesses. Offices located in Stamford, CT and New York, NY. The team of financial advisors delivers integrated and unbiased advice to meet their clients' financial needs. The firm prioritizes data and privacy protection.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Employees
- 23
- Website
- sfgroupinc.com/
- Ownership
- Privately Held (no backing)
Sovereign Financial Group doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Sovereign Financial Group shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Sovereign Financial Group in its N-PORT filings yet. We sweep new filings monthly.