THE MONEY MEN, INC.
Legal name: SOVEREIGN ASSET MANAGEMENT
CRD #285103 SEC #801-112498 AMHERST, NY (716) 768-1463
SEC Registered
Total AUM
$150.6M
Discretionary
$150.6M
Employees
2
Clients
1
Accounts
683
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $150.6M | $150.6M | $0 | 2 | 0 |
| Aug 2025 | $150.6M | $150.6M | $0 | 2 | 0 |
| Mar 2025 | $150.6M | $150.6M | $0 | 2 | 0 |
| Feb 2024 | $125M | $125M | $0 | 2 | 0 |
| Nov 2023 | $97.8M | $97.8M | $0 | 2 | 0 |
| Mar 2023 | $97.8M | $97.8M | $0 | 2 | 0 |
| Jun 2022 | $108.1M | $108.1M | $0 | 2 | 0 |
| Mar 2022 | $108.1M | $108.1M | $0 | 2 | 0 |
| Mar 2021 | $92M | $92M | $0 | 2 | 0 |
| Sep 2020 | $73.4M | $73.4M | $0 | 2 | 0 |
| Sep 2020 | $73.4M | $73.4M | $0 | 2 | 0 |
| Jun 2020 | $73.4M | $73.4M | $0 | 2 | 0 |
| Feb 2020 | $73.4M | $73.4M | $0 | 2 | 0 |
| Jan 2020 | $56M | $56M | $0 | 2 | 0 |
| Feb 2019 | $56M | $56M | $0 | 2 | 0 |
| Jan 2019 | $36.2M | $36.2M | $0 | 2 | 0 |
| May 2018 | $36.2M | $36.2M | $0 | 2 | 0 |
| Jan 2018 | $36.2M | $36.2M | $0 | 2 | 0 |
DateDec 2025
Total AUM$150.6M
Discretionary$150.6M
Non-Disc.$0
Employees2
Clients0
DateAug 2025
Total AUM$150.6M
Discretionary$150.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$150.6M
Discretionary$150.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees2
Clients0
DateNov 2023
Total AUM$97.8M
Discretionary$97.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$97.8M
Discretionary$97.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$108.1M
Discretionary$108.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$73.4M
Discretionary$73.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2020
Total AUM$73.4M
Discretionary$73.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$73.4M
Discretionary$73.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$73.4M
Discretionary$73.4M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees2
Clients0
DateJan 2019
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$36.2M
Discretionary$36.2M
Non-Disc.$0
Employees2
Clients0