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SPIVAK ASSET MANAGEMENT, LLC
SPIVAK ASSET MANAGEMENT, LLC
AVON, Connecticut
·
1 registered advisor
·
CRD# 125714
SEC# 801-81096
0
860-676-9756
01
Firm Overview
AUM
$358M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at SPIVAK ASSET MANAGEMENT, LLC
1 registered advisor
Jay Stuart Spivak
AVON, Connecticut
CRD# 2763969
05
Office Locations
AVON, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. SPIVAK ASSET MANAGEMENT, LLC (CRD# 125714) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.