SATOVSKY ASSET MANAGEMENT LLC
Firm details
- Headquarters
- New York, New York
- 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
FINTRXOverview
Satovsky Asset Management LLC is an independent, SEC-registered advisory firm organized as an LLC and operating since 2007. The firm is owned by an individual and describes itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm performs a mix of advisory and related brokerage activities: it provides financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers, while also maintaining registrations that allow registered-rep and insurance brokerage activities. Satovsky does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities62%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Owners & executives
3 of 3JONATHAN SATOVSKY
CEO, Chief Behavioral CoachCRD 2438598
CHRISTINE LUCERO
Chief Compliance OfficerCRD 6655753
AVI BERG
Chief Investment OfficerCRD 3119814
Contacts
3 of 3Frank Torrone
Wealth StrategistCRD 5890410
Christine Lucero
Head of Private WealthCRD 7438813
Bo Lan
Investment AnalystCRD 7440276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$525M in ETFs
56%
$292M
44%
$233M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $99M | 151,512 | 18.85% |
Location
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 149 Spring St
- Time zone
- ET (UTC-5)
- Office locations
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