SATOVSKY ASSET MANAGEMENT LLC

NEW YORK, New York·4 registered advisors·CRD# 143519
SEC# 801-680600212-584-1900
01

Firm Overview

AUM
$792M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SATOVSKY ASSET MANAGEMENT LLC

4 registered advisors
Avi Zolaikhaian Berg
NEW YORK, New York
Christine Lynn Lucero
NEW YORK, New York
Jonathan Matthew Satovsky
NEW YORK, New York
Stacey Yael Satovsky
NEW YORK, New York
05

Office Locations

NEW YORK, New York
4 advisors

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Data sourced from SEC Form ADV filings. SATOVSKY ASSET MANAGEMENT LLC (CRD# 143519) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.