Satori Financial LLC
RIASEC Registered
Total AUM
$50.3M
Discretionary
$50.3M
100% of AUM
Avg account
$698K
Accounts
72
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 115592
- Website
- www.satorifin.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.68%
- Individuals5.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Satori Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is flexible, including percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Satori is not identified as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
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 Funds69%
- Exchange Traded Equities23%
- Cash & Cash Equivalents9%
Contacts
1 of 1
Michelle Fait
Founder & PrincipalCRD 2393968
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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