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LITVAK WEALTH, LLC
LITVAK WEALTH, LLC
NORWALK, Connecticut
·
3 registered advisors
·
CRD# 170805
SEC# 801-127511
0
(203) 227-8000
01
Firm Overview
AUM
$449M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at LITVAK WEALTH, LLC
3 registered advisors
Jeffrey Peter Boris
NORWALK, Connecticut
CRD# 2684794
Juliana Paola Fajardo Andrade
NORWALK, Connecticut
CRD# 4765241
Ricardo Juan Litvak
NORWALK, Connecticut
CRD# 2476755
05
Office Locations
NORWALK, Connecticut
3 advisors
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Data sourced from SEC Form ADV filings. LITVAK WEALTH, LLC (CRD# 170805) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.