Sovereign Asset Management
Sovereign Asset Management (CRD# 108305) is a financial advisory firm headquartered in , . They manage $44,921,938 in 136 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Sovereign Asset Management
By the Numbers
-
Total Assets Under Management45MILLION
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$330,308
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, OH
Financial Advisors at Sovereign Asset Management
1
Donald Sazdanoff (CRD# 1081733) is an Investment Advisor Representative working at Sovereign Asset Management in Lexington, OH and has over 41 years of experience in the finance industry.
2
Henrietta Sazdanoff (CRD# 2418697) is an Investment Advisor Representative working at Sovereign Asset Management in Lexington, OH and has over 17 years of experience in the finance industry.
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