SEC Form ADV

SOVEREIGN ASSET MANAGEMENT

Registered Investment AdviserNY
$176.0M
Assets Under Management
729
Total Clients
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Registration Details

Accession
CRD-285103
Location
AMHERST, NY
Filing Date
March 10, 2026
AUM
$176.0M
Total Clients
729
Amendment
No

About this Adviser

SOVEREIGN ASSET MANAGEMENT is a registered investment adviser headquartered in AMHERST, NY, managing approximately $176.0M in assets across 729 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.