SOVEREIGN ASSET MANAGEMENT
Tel: (716) 768-1463 4043 Maple Road, Suite 210 A Amherst, New York 14226
About SOVEREIGN ASSET MANAGEMENT
SOVEREIGN ASSET MANAGEMENT is a Amherst, New York based financial advisory firm with nearly $124,962,000 in assets under management and provides investment advisory services for 653 clients. There are currently 2 financial advisors at the firm.
General Information
Firm CRD#:
285103
Firm SEC#:
801-112498
Assets Under Management:
$124,962,000
No. of Clients:
653
No. of Advisors:
2
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM
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