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SOVEREIGN ASSET MANAGEMENT

Tel: (716) 768-1463
4043 Maple Road, Suite 210 A
Amherst, New York  14226

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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

Advisory Services Provided:

Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

285103

SEC#:

801-112498

No. of Clients:

653

Assets under Management

$124,962,000

No. of Advisors:

2

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