Litovsky Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 147647
- Website
- retirementplanhub.com
- Fee structure
- Fixed Fees
- Client types
- Pension & Profit Sharing Plans90.23%
- HNWI9.77%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Litovsky Asset Management is a small, individually owned LLC that advises both individual/family and institutional clients. The firm operates on a fixed-fee basis and provides discretionary portfolio management for individuals and small businesses along with pension consulting services. It identifies as an unclassified adviser and does not present itself as a capital allocator; rather, it deploys client capital through external investment vehicles and managers. The firm is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Konstantin Litovsky
PrincipalCRD 5556537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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