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SOVEREIGN ASSET MANAGEMENT

SAZDANOFF DONALD LOUIS

CRD 108305 · SEC 801-68573

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$67.5M

Discretionary AUM

$67.5M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-02-16

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals

Client types

TypeClientsAUM
Individuals50$5.9M
High net worth individuals16$57.0M
Pension/profit sharing plans3$4.6M

Official SEC filing: View on IAPD