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SOVEREIGN ASSET MANAGEMENT
THE MONEY MEN, INC.
CRD 285103 · SEC 801-112498
4043 MAPLE ROAD, SUITE 210 A, AMHERST, NY, 14226, United States
Phone
(716) 768-1463
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$176.0M
Discretionary AUM
$176.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $94.5M |
| High net worth individuals | 65 | $81.5M |
States served
NY, TX, FL
Official SEC filing: View on IAPD