Sovereign Asset Management
Sovereign Asset Management (CRD# 285103) is a financial advisory firm headquartered in Amherst, NY. They manage $124,962,000 in 653 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Sovereign Asset Management
By the Numbers
-
Total Assets Under Management125MILLION
-
Total Number of Accounts653ACCOUNTS
-
Average Account Value$191,366
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY, TX
Financial Advisors at Sovereign Asset Management
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.