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Building 2SOVEREIGN ASSET MANAGEMENT

Map pinAMHERST, NY
Phone(716) 768-1463
NotebookSEC #801-112498
Total AUM
$176M
Employees
2
Clients
350

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4043 MAPLE ROAD, SUITE 210 A
AMHERST
NY 14226
United States
Operating Hours
9 - 5
Monday - Friday
Phone
(716) 768-1463

ReceiptFinancials

Total AUM
$176M
Accounts
729
Discretionary
$176M
Accounts
729
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
285
AUM
$94.5M
HNW Individual Clients
65
AUM
$81.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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