Sovereign International Asset Mgmt Inc (Palm Harbor)

Name: Sovereign International Asset Mgmt Inc
Address: 1312 Alternate 19, Palm Harbor, FL, 34683
Telephone: 727-784-4841

Sovereign International Asset Mgmt Inc is a large advisory firm based in Palm Harbor. It manages $84.97 million of regulatory assets for 751 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Florida.

Sovereign International Asset Mgmt provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sovereign International Asset Mgmt: assets under management

The assets under management (AUM) of Sovereign International Asset Mgmt Inc is $84.97 million. The firm's AUM has grown by 112% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.48 million in discretionary accounts and $80.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $77.19 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $116.16 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sovereign International Asset Mgmt Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sovereign International Asset Mgmt Inc

Gregory James Adams has served as the Chief Investment Officer since 1 Oct 2008. Larry Chester Grossman joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larry Chester Grossman	Managing director	1 Jun 1998	75% - 100%	1101548
Gregory James Adams	Managing director/chief compliance officer/pres./chief investment officer	1 Oct 2008	75% - 100%	1165237

Based in Palm Harbor

The principal office where Sovereign International Asset Mgmt Inc performs its advisory services is located at 1312 Alternate 19, Palm Harbor, FL 34683, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-784-4841 or by fax 727-784-6181. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.worldwideplanning.com.