S
$67.5M Total AUM
$67.5M Disc. AUM
-- 3Y CAGR
1 Employees
69 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-05-2006
- Office Locations
- 1
Office Locations
-- Lexington OH
About Sovereign Asset Management
Sovereign Asset Management is a Lexington-based RIA. The firm has been operating for 19 years. Managing $67.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
65 AVG AGE
$67.5M AVG AUM / ADVISOR
$978.0K AVG AUM / CLIENT
18.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
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Services
Available
Owner & Executives
DONALD LOUIS SAZDANOFF
Chief Executive Officer, President
- CRD
- #1081733
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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H
HENRIETTA R SAZDANOFF
--
- CRD
- #2418697
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,479,453 | $277,542 |
| Non-Discretionary | $0 | -- |
| Total | $67,479,453 | $277,542 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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