Active
SOVEREIGN ASSET MANAGEMENT
Investment Advice|AMHERST, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$150.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 150.6M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 285103 |
| SEC Number | 801-112498 |
| Street Address | 4043 MAPLE ROAD, SUITE 210 A |
| Location | AMHERST, NY 14226 |
| Country | United States |
| Phone | (716) 768-1463 |
| Total Employees | 2 |
| Business Types | insurance_broker |
Client Count by Type (337 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 276 |
| High Net Worth Individual… | 61 |
Community Partners
CITY OF BUFFALO
CITY OF LACKAWANNA
CITY OF TONAWANDA
COUNTY OF ERIE
TOWN OF ALDEN
TOWN OF AMHERST
TOWN OF AURORA
TOWN OF BOSTON
TOWN OF BRANT
TOWN OF CHEEKTOWAGA
TOWN OF CLARENCE
TOWN OF COLDEN
TOWN OF COLLINS
TOWN OF CONCORD
TOWN OF EDEN
TOWN OF ELMA
TOWN OF EVANS
TOWN OF GRAND ISLAND
TOWN OF HAMBURG
TOWN OF HOLLAND
CITY OF BUFFALO
CITY OF LACKAWANNA
CITY OF TONAWANDA
COUNTY OF ERIE
TOWN OF ALDEN
TOWN OF AMHERST
TOWN OF AURORA
TOWN OF BOSTON
TOWN OF BRANT
TOWN OF CHEEKTOWAGA
TOWN OF CLARENCE
TOWN OF COLDEN
TOWN OF COLLINS
TOWN OF CONCORD
TOWN OF EDEN
TOWN OF ELMA
TOWN OF EVANS
TOWN OF GRAND ISLAND
TOWN OF HAMBURG
TOWN OF HOLLAND
CITY OF BUFFALO
CITY OF LACKAWANNA
CITY OF TONAWANDA
COUNTY OF ERIE
TOWN OF ALDEN
TOWN OF AMHERST
TOWN OF AURORA
TOWN OF BOSTON
TOWN OF BRANT
TOWN OF CHEEKTOWAGA
TOWN OF CLARENCE
TOWN OF COLDEN
TOWN OF COLLINS
TOWN OF CONCORD
TOWN OF EDEN
TOWN OF ELMA
TOWN OF EVANS
TOWN OF GRAND ISLAND
TOWN OF HAMBURG
TOWN OF HOLLAND
Municipal Government
44 Active
44
Organizations
AURORA COLDEN FIRE DISTRICT 6
BELLEVUE FIRE DISTRICT 9
BRIGHTON FIRE DISTRICT 5
BUFFALO AND ERIE COUNTY PUBLIC LIBRARY SYSTEM
BUFFALO-ERIE COUNTY PUBC LIBRARY
CLARENCE FIRE DISTRICT 1
CLEVELAND HILL FIRE DISTRICT 6
COLDEN FIRE DISTRICT 1
COLLINS FIRE DISTRICT
DOYLE FIRE DISTRICT 1
EGGERTSVILLE FIRE DISTRICT
ELLWOOD FIRE DISTRICT 1
ERIE COUNTY WATER AUTHORITY
FORKS FIRE DISTRICT 3
HEALTH DEPARTMENT
HOLLAND FIRE DISTRICT 1
HY-VIEW FIRE DISTRICT 8
KENILWORTH FIRE DISTRICT 2
LACKAWANNA PUBLIC LIBRARY
NORTH EVANS FIRE DISTRICT
AURORA COLDEN FIRE DISTRICT 6
BELLEVUE FIRE DISTRICT 9
BRIGHTON FIRE DISTRICT 5
BUFFALO AND ERIE COUNTY PUBLIC LIBRARY SYSTEM
BUFFALO-ERIE COUNTY PUBC LIBRARY
CLARENCE FIRE DISTRICT 1
CLEVELAND HILL FIRE DISTRICT 6
COLDEN FIRE DISTRICT 1
COLLINS FIRE DISTRICT
DOYLE FIRE DISTRICT 1
EGGERTSVILLE FIRE DISTRICT
ELLWOOD FIRE DISTRICT 1
ERIE COUNTY WATER AUTHORITY
FORKS FIRE DISTRICT 3
HEALTH DEPARTMENT
HOLLAND FIRE DISTRICT 1
HY-VIEW FIRE DISTRICT 8
KENILWORTH FIRE DISTRICT 2
LACKAWANNA PUBLIC LIBRARY
NORTH EVANS FIRE DISTRICT
AURORA COLDEN FIRE DISTRICT 6
BELLEVUE FIRE DISTRICT 9
BRIGHTON FIRE DISTRICT 5
BUFFALO AND ERIE COUNTY PUBLIC LIBRARY SYSTEM
BUFFALO-ERIE COUNTY PUBC LIBRARY
CLARENCE FIRE DISTRICT 1
CLEVELAND HILL FIRE DISTRICT 6
COLDEN FIRE DISTRICT 1
COLLINS FIRE DISTRICT
DOYLE FIRE DISTRICT 1
EGGERTSVILLE FIRE DISTRICT
ELLWOOD FIRE DISTRICT 1
ERIE COUNTY WATER AUTHORITY
FORKS FIRE DISTRICT 3
HEALTH DEPARTMENT
HOLLAND FIRE DISTRICT 1
HY-VIEW FIRE DISTRICT 8
KENILWORTH FIRE DISTRICT 2
LACKAWANNA PUBLIC LIBRARY
NORTH EVANS FIRE DISTRICT
Special District
39 Active
39
Organizations
AKRON CENTRAL SCH DIST
ALDEN CENTRAL SCH DIST
AMHERST CENTRAL SCHOOL DIST
BOARD OF COOPERATIVE EDUCATIONAL SERVICES FIRST SUPERVISORY DISTRICT ERIE COUNTY
BOARD OF COOPERATIVE EDUCATIONAL SERVICES FOR THE SECOND SUPERVISORY DISTRICT OF ERIE, CHAUTAUQUA AND CATTARAUGUS COUNTI
BUFFALO CITY SCH DIST
CHEEKTOWAGA CENTRAL SCH DIST
CHEEKTOWAGA-MARYVALE UNION FREE SCH DIST
CHEEKTOWAGA-SLOAN UNION FREE SCH DIST
CLARENCE CENTRAL SCHOOL DISTRICT
CLEVELAND HILLS U F SCH DIST
CLEVELAND HILL UNION FREE SCHOOL DISTRICT
DEPEW UNION FREE SCH DIST
EAST AURORA UNION FREE SCHOOL DIST
EDEN CENTRAL SCH DIST
ENTERPRISE CHARTER SCHOOL
ERIE COMMUNITY COLLEGE
EVANS BRANT CENTRAL SCH DIST
FRONTIER CENTRAL SCH DIST
GRAND ISLAND CENTRAL SCH
AKRON CENTRAL SCH DIST
ALDEN CENTRAL SCH DIST
AMHERST CENTRAL SCHOOL DIST
BOARD OF COOPERATIVE EDUCATIONAL SERVICES FIRST SUPERVISORY DISTRICT ERIE COUNTY
BOARD OF COOPERATIVE EDUCATIONAL SERVICES FOR THE SECOND SUPERVISORY DISTRICT OF ERIE, CHAUTAUQUA AND CATTARAUGUS COUNTI
BUFFALO CITY SCH DIST
CHEEKTOWAGA CENTRAL SCH DIST
CHEEKTOWAGA-MARYVALE UNION FREE SCH DIST
CHEEKTOWAGA-SLOAN UNION FREE SCH DIST
CLARENCE CENTRAL SCHOOL DISTRICT
CLEVELAND HILLS U F SCH DIST
CLEVELAND HILL UNION FREE SCHOOL DISTRICT
DEPEW UNION FREE SCH DIST
EAST AURORA UNION FREE SCHOOL DIST
EDEN CENTRAL SCH DIST
ENTERPRISE CHARTER SCHOOL
ERIE COMMUNITY COLLEGE
EVANS BRANT CENTRAL SCH DIST
FRONTIER CENTRAL SCH DIST
GRAND ISLAND CENTRAL SCH
AKRON CENTRAL SCH DIST
ALDEN CENTRAL SCH DIST
AMHERST CENTRAL SCHOOL DIST
BOARD OF COOPERATIVE EDUCATIONAL SERVICES FIRST SUPERVISORY DISTRICT ERIE COUNTY
BOARD OF COOPERATIVE EDUCATIONAL SERVICES FOR THE SECOND SUPERVISORY DISTRICT OF ERIE, CHAUTAUQUA AND CATTARAUGUS COUNTI
BUFFALO CITY SCH DIST
CHEEKTOWAGA CENTRAL SCH DIST
CHEEKTOWAGA-MARYVALE UNION FREE SCH DIST
CHEEKTOWAGA-SLOAN UNION FREE SCH DIST
CLARENCE CENTRAL SCHOOL DISTRICT
CLEVELAND HILLS U F SCH DIST
CLEVELAND HILL UNION FREE SCHOOL DISTRICT
DEPEW UNION FREE SCH DIST
EAST AURORA UNION FREE SCHOOL DIST
EDEN CENTRAL SCH DIST
ENTERPRISE CHARTER SCHOOL
ERIE COMMUNITY COLLEGE
EVANS BRANT CENTRAL SCH DIST
FRONTIER CENTRAL SCH DIST
GRAND ISLAND CENTRAL SCH
School District
37 Active
37
Organizations
00222 LOCAL
068 WESTERN NEW YORK CHAPTER OF TROUT UNLIMITED
100 BLACKMEN OF GREATER BUFFALO
100 CLUB OF BUFFALO INC
1415 COMMUNITY ORGANIZATIONS INC
1490 ESTATES HOUSING DEVELOPMENT FUND CO
158 CHENANGO STREET HOUSING DEVELOPMENT
158 CHENANGO STREET HOUSING DEVELOPMENT FUND CO, INC
19 390 WILLIAMSVILLE NORTH PTSA
1964 SCHOLARSHIP
1NESS PROJECT FOUNDATION
21 CONNECT CORPORATION
21ST CENTURY ASSOCIATION OF LIFELONG LEARNING INC
21ST CENTURY PARK ON THE OUTER HARBOR INC
23 Connections Inc
272-280 LINWOOD AVENUE INC
27TH DIVISION ASSOCIATION INC
2 8 FOR NATE FOUNDATION
2nd Chance Ministries Community Developm
309015 NIAGARA FRONTIER CHALLENGER
00222 LOCAL
068 WESTERN NEW YORK CHAPTER OF TROUT UNLIMITED
100 BLACKMEN OF GREATER BUFFALO
100 CLUB OF BUFFALO INC
1415 COMMUNITY ORGANIZATIONS INC
1490 ESTATES HOUSING DEVELOPMENT FUND CO
158 CHENANGO STREET HOUSING DEVELOPMENT
158 CHENANGO STREET HOUSING DEVELOPMENT FUND CO, INC
19 390 WILLIAMSVILLE NORTH PTSA
1964 SCHOLARSHIP
1NESS PROJECT FOUNDATION
21 CONNECT CORPORATION
21ST CENTURY ASSOCIATION OF LIFELONG LEARNING INC
21ST CENTURY PARK ON THE OUTER HARBOR INC
23 Connections Inc
272-280 LINWOOD AVENUE INC
27TH DIVISION ASSOCIATION INC
2 8 FOR NATE FOUNDATION
2nd Chance Ministries Community Developm
309015 NIAGARA FRONTIER CHALLENGER
00222 LOCAL
068 WESTERN NEW YORK CHAPTER OF TROUT UNLIMITED
100 BLACKMEN OF GREATER BUFFALO
100 CLUB OF BUFFALO INC
1415 COMMUNITY ORGANIZATIONS INC
1490 ESTATES HOUSING DEVELOPMENT FUND CO
158 CHENANGO STREET HOUSING DEVELOPMENT
158 CHENANGO STREET HOUSING DEVELOPMENT FUND CO, INC
19 390 WILLIAMSVILLE NORTH PTSA
1964 SCHOLARSHIP
1NESS PROJECT FOUNDATION
21 CONNECT CORPORATION
21ST CENTURY ASSOCIATION OF LIFELONG LEARNING INC
21ST CENTURY PARK ON THE OUTER HARBOR INC
23 Connections Inc
272-280 LINWOOD AVENUE INC
27TH DIVISION ASSOCIATION INC
2 8 FOR NATE FOUNDATION
2nd Chance Ministries Community Developm
309015 NIAGARA FRONTIER CHALLENGER
Nonprofit Organization
5800 Active
5800
Organizations
Community Partners170 organizations
CITY OF LACKAWANNA
Municipal Government·LACKAWANNA
TOWN OF ALDEN
Municipal Government·ALDEN
TOWN OF AMHERST
Municipal Government·BUFFALO
TOWN OF BOSTON
Municipal Government·BOSTON
TOWN OF CHEEKTOWAGA
Municipal Government·CHEEKTOWAGA
TOWN OF CLARENCE
Municipal Government·CLARENCE
TOWN OF COLDEN
Municipal Government·COLDEN
TOWN OF GRAND ISLAND
Municipal Government·GRAND ISLAND
TOWN OF HOLLAND
Municipal Government·HOLLAND
TOWN OF LANCASTER
Municipal Government·LANCASTER
TOWN OF WALES
Municipal Government·WALES CENTER
TOWN OF WEST SENECA
Municipal Government·WEST SENECA
VILLAGE OF ANGOLA
Municipal Government·ANGOLA
VILLAGE OF BLASDELL
Municipal Government·BUFFALO
VILLAGE OF DEPEW
Municipal Government·DEPEW
VILLAGE OF EAST AURORA
Municipal Government·EAST AURORA
VILLAGE OF FARNHAM
Municipal Government·FARNHAM
VILLAGE OF NORTH COLLINS
Municipal Government·NORTH COLLINS
VILLAGE OF ORCHARD PARK
Municipal Government·ORCHARD PARK
BELLEVUE FIRE DISTRICT 9
Special District·CHEEKTOWAGA
BRIGHTON FIRE DISTRICT 5
Special District·TONAWANDA
BUFFALO-ERIE COUNTY PUBC LIBRARY
Special District·BUFFALO
CLARENCE FIRE DISTRICT 1
Special District·CLARENCE
CLEVELAND HILL FIRE DISTRICT 6
Special District·CHEEKTOWAGA
COLLINS FIRE DISTRICT
Special District·COLLINS
DOYLE FIRE DISTRICT 1
Special District·CHEEKTOWAGA
EGGERTSVILLE FIRE DISTRICT
Special District·EGGERTSVILLE
ERIE COUNTY WATER AUTHORITY
Special District·BUFFALO
FORKS FIRE DISTRICT 3
Special District·CHEEKTOWAGA
HEALTH DEPARTMENT
Special District·BUFFALO
HOLLAND FIRE DISTRICT 1
Special District·HOLLAND
HY-VIEW FIRE DISTRICT 8
Special District·DEPEW
KENILWORTH FIRE DISTRICT 2
Special District·BUFFALO
LACKAWANNA PUBLIC LIBRARY
Special District·BUFFALO
NORTH EVANS FIRE DISTRICT
Special District·DERBY
ORCHARD PARK SUPERVISOR
Special District·ORCHARD PARK
PINE HILL FIRE DISTRICT 5
Special District·CHEEKTOWAGA
RIVER ROAD FIRE DISTRICT 3
Special District·TONAWANDA
SHERIDAN PARK FIRE DISTRICT 4
Special District·TONAWANDA
U CREST FIRE DISTRICT 4
Special District·CHEEKTOWAGA
WALDEN FIRE DISTRICT 2
Special District·BUFFALO
WESTERN NEW YORK LIBRARY RESOURCES COUNCIL
Special District·WILLIAMSVILLE
WEST SENECA FIRE DISTRICT 1
Special District·WEST SENECA
WEST SENECA FIRE DISTRICT 3
Special District·WEST SENECA
WEST SENECA FIRE DISTRICT 4
Special District·WEST SENECA
WEST SENECA FIRE DISTRICT 5
Special District·WEST SENECA
WEST SENECA FIRE DISTRICT 6
Special District·WEST SENECA
WOODLAWN VOLUNTEER FIRE CO
Special District·BUFFALO
BOARD OF COOPERATIVE EDUCATIONAL SERVICES FIRST SUPERVISORY DISTRICT ERIE COUNTY
School District·WEST SENECA
BOARD OF COOPERATIVE EDUCATIONAL SERVICES FOR THE SECOND SUPERVISORY DISTRICT OF ERIE, CHAUTAUQUA AND CATTARAUGUS COUNTI
School District·ANGOLA
CLARENCE CENTRAL SCHOOL DISTRICT
School District·CLARENCE
ENTERPRISE CHARTER SCHOOL
School District·BUFFALO
ERIE COMMUNITY COLLEGE
School District·ORCHARD PARK
HEALTH SCIENCES CHARTER SCHOOL
School District·BUFFALO
KING CENTER CHARTER SCHOOL
School District·BUFFALO
SOUTH BUFFALO CHARTER SCHOOL
School District·BUFFALO
WESTERN NEW YORK MARITIME CHARTER HIGH SCHOOL
School District·BUFFALO
00222 LOCAL
Nonprofit Organization·TONAWANDA
068 WESTERN NEW YORK CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·BUFFALO
100 BLACKMEN OF GREATER BUFFALO
Nonprofit Organization·Buffalo
100 CLUB OF BUFFALO INC
Nonprofit Organization·BUFFALO
1415 COMMUNITY ORGANIZATIONS INC
Nonprofit Organization·Buffalo
1490 ESTATES HOUSING DEVELOPMENT FUND CO
Nonprofit Organization·BUFFALO
158 CHENANGO STREET HOUSING DEVELOPMENT
Nonprofit Organization·BUFFALO
158 CHENANGO STREET HOUSING DEVELOPMENT FUND CO, INC
Nonprofit Organization·BUFFALO
19 390 WILLIAMSVILLE NORTH PTSA
Nonprofit Organization·WILLIAMSVILLE
1964 SCHOLARSHIP
Nonprofit Organization·Buffalo
1NESS PROJECT FOUNDATION
Nonprofit Organization·Buffalo
21 CONNECT CORPORATION
Nonprofit Organization·East Aurora
21ST CENTURY ASSOCIATION OF LIFELONG LEARNING INC
Nonprofit Organization·CHEEKTOWAGA
21ST CENTURY PARK ON THE OUTER HARBOR INC
Nonprofit Organization·Buffalo
23 Connections Inc
Nonprofit Organization·Buffalo
272-280 LINWOOD AVENUE INC
Nonprofit Organization·BUFFALO
27TH DIVISION ASSOCIATION INC
Nonprofit Organization·Kenmore
2 8 FOR NATE FOUNDATION
Nonprofit Organization·Alden
2nd Chance Ministries Community Developm
Nonprofit Organization·Buffalo
309015 NIAGARA FRONTIER CHALLENGER
Nonprofit Organization·Snyder
3P FUTURE INC
Nonprofit Organization·Buffalo
417 HOUSING DEVELOPMENT FUND COMPANY
Nonprofit Organization·BUFFALO
43NORTH BPC INC
Nonprofit Organization·BUFFALO
43NORTH FOUNDATION INC
Nonprofit Organization·BUFFALO
44TH NEW YORK VOLUNTEERS HISTORICAL CLUB INC
Nonprofit Organization·BUFFALO
495 SKINNERSVILLE INC
Nonprofit Organization·BUFFALO
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·HAMBURG
50-60 KOSCIUSZKO HDFC
Nonprofit Organization·BUFFALO
50-60 KOSCIUZKO STREET HOUSING
Nonprofit Organization·BUFFALO
64TH REGIMENT OF FOOT LTD
Nonprofit Organization·Buffalo
710 MAIN STREET INC
Nonprofit Organization·BUFFALO
716 ERS SPORTS FOUNDATION
Nonprofit Organization·cheektowaga
716 FOUNDATION INC
Nonprofit Organization·BUFFALO
716 PROMOTING ANIMAL WELFARE & SAFETY
Nonprofit Organization·AMHERST
716 Squash Inc
Nonprofit Organization·Buffalo
716 UNITED
Nonprofit Organization·Amherst
8265 SPEAK FOR SUCCESS CLUB
Nonprofit Organization·Depew
864 CAIN ROAD INC
Nonprofit Organization·Angola
A1 AMERICAN COMMUNITY SERVICE INC
Nonprofit Organization·BUFFALO
AABHA CHARITABLE TRUST INC
Nonprofit Organization·Williamsville
AACE INTERNATIONAL
Nonprofit Organization·Tonawanda
AAC PROJECT OF WNY
Nonprofit Organization·WILLIAMSVILLE
ABBOTT FAMILY FOUNDATION
Nonprofit Organization·ORCHARD PARK
ABBOTTS CORNERS CEMETERY ASSOCIATION
Nonprofit Organization·HAMBURG
A BETTER ROCHESTER INC
Nonprofit Organization·Buffalo
ABIDING FAITH IN CHRIST CHURCH
Nonprofit Organization·AMHERST
ABILITIES FOCUS INC
Nonprofit Organization·ORCHARD PARK
ABRAHAM HOSTETTER TW
Nonprofit Organization·BUFFALO
ACADEME OF AURORA
Nonprofit Organization·East Aurora
ACADEMIC MEDICINE SERVICES, INC.
Nonprofit Organization·AMHERST