Litovsky Asset Management

RIAState Registered
Total AUM
$88.4M
Discretionary
$88.4M
100% of AUM
Avg account
$1.4M
Accounts
65
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
147647
Fee structure
Fixed Fees
Client types
  • Pension & Profit Sharing Plans90.23%
  • HNWI9.77%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

1 of 1
  • Konstantin Litovsky

    Konstantin Litovsky

    PrincipalCRD 5556537

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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