Network·Venture Capital

Sovereign Asset Management

Unclaimed

📍 AMHERST, NY

Venture Capitalfinancial services
money.usnews.com/financial-advisors/firm/sovereign-asset-management-285103 ↗

SEC CRD #801-112498

About

SOVEREIGN ASSET MANAGEMENT is a AMHERST, NY-based registered investment adviser managing $176M in assets with 2 employees (CRD #285103). 4043 Maple Road, Suite 210 A, Amherst, NY. Financial Planning Portfolio Management for Individuals or Small Businesses Insurance Agent or Broker. Securities ... 4043 Maple Road, Suite 210 A Amherst, NY 14226 firm reported $175,991,550 in regulatory assets under management. size of $502,833.

Key Contact

DJ

DAVID J. UNGARO

CO PRESIDENT

📞 (716) 768-1463

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AUM

$176M

Location

AMHERST, NY

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