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
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, OH

Financial Advisors at Sovereign Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Donald Sazdanoff, financial advisor Lexington OH
Donald L. Sazdanoff
CRD#: 1081733
Lexington, OH

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, financial advisor Lexington OH
Henrietta R. Sazdanoff
CRD#: 2418697
Lexington, OH

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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