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Satovsky Asset Management LLC

Headquartered in NEW YORK, NY

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Firm Information

Satovsky Asset Management LLC is an investment advisory firm located in NEW YORK, NY. The firm provides a range of advisory services including financial planning, pension consulting, consulting services, and portfolio management for individuals, businesses, and pooled investment vehicles. With over 792 million dollars in regulatory assets under management, Satovsky Asset Management LLC primarily serves high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and charitable organizations.

Satovsky Asset Management LLC

232 MADISON AVENUE

NEW YORK, NY 10016

$792.11M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SATOVSKY ASSET MANAGEMENT LLC has a total of 1 branch locations across the country.
location

NEW YORK, NY

Advisors at Satovsky Asset Management LLC

View All 4 Advisors
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Jonathan Matthew Satovsky

CFP®, CFC®, RA

NEW YORK, NY

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Christine Lynn Lucero

CFP®, RA

NEW YORK, NY

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Bo Lan

RA

NEW YORK, NY

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Frank Torrone

CFP®, RA

NEW YORK, NY

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Avi Zolaikhaian Berg

RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Satovsky Asset Management LLC.

Frequently Asked Questions (8)

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