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SOVEREIGN ASSET MANAGEMENT
4043 Maple Road, Suite 210 A
Amherst, New York 14226
Tel: (716) 768-1463
About SOVEREIGN ASSET MANAGEMENT
SOVEREIGN ASSET MANAGEMENT, formally registered with the SEC as SOVEREIGN ASSET MANAGEMENT. The firm was established in 02/21/2018. They have over 1 offices throughout the country.
SOVEREIGN ASSET MANAGEMENT is a Amherst, New York based Financial Planning firm with nearly $124,962,000 assets under management, offering retirement planning & investment advisory services to 653 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285103 |
| SEC# | 801-112498 |
| Assets Managed by Firm | $124,962,000 |
| No. of Clients | 653 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 653 | $124,962,000 |
| Individuals (other than high net worth individuals) | 301 | $81,701,000 |
| High net worth individuals | 26 | $43,261,000 |
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