Sovereign Asset Management

Sovereign Asset Management (CRD# 108305) is a financial advisory firm headquartered in , . They manage $38,308,019 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $319,233
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Sovereign Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Henrietta R. Sazdanoff
CRD#: 2418697
Lexington, OH
93
Wealthminder
score

Henrietta Sazdanoff (CRD# 2418697) is an Investment Advisor Representative working at Sovereign Asset Management in Lexington, OH and has over 10 years of experience in the finance industry.

2
Donald L. Sazdanoff
CRD#: 1081733
Lexington, OH
83
Wealthminder
score

Donald Sazdanoff (CRD# 1081733) is an Investment Advisor Representative working at Sovereign Asset Management in Lexington, OH and has over 33 years of experience in the finance industry.

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