SAT Financial Advisors Inc.

Overview

SAT Financial Advisors Inc. is a small, sole-proprietorship advisory practice focused on portfolio management for individual and family clients and small businesses. The firm charges advisory fees as a percentage of assets under management and does not position itself as a capital allocator or pension consultant. It does not identify as an active ESG investor and reports a single-state operation. Given the firm’s profile, investment activity centers on pooled public investment vehicles rather than direct security selection or broad alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices