Satovsky Asset Management LLC

RIASEC Registered

Total AUM

$975M

Discretionary

$939M

96% of AUM

Avg account

$4.5M

Accounts

216

Employees

Advisory reps

Firm details

Headquarters: West Palm Beach, Florida
CRD number: 143519
Registered since: June 25, 2007
Website: www.satovsky.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI91.05%
Individuals4.76%
Pension & Profit Sharing Plans2.8%
Corporations / Businesses0.95%
Charitable Organizations0.44%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Satovsky Asset Management LLC is an independent, SEC-registered investment adviser (registration dates to 2007) structured as an LLC and owned by an individual. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of percentage-of-AUM, hourly, and fixed-fee billing. Services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of outside advisers. Satovsky also operates as a registered representative of a broker-dealer and as an insurance broker. The firm does not position itself as an active ESG investor and reports an affiliation with a law firm.