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 under individual ownership. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator. Its compensation models include percentage-of-AUM fees along with hourly and fixed-fee arrangements. Beyond advisory work, the firm maintains activities as a registered representative of a broker-dealer and as an insurance broker. Advisory services cover comprehensive financial planning and portfolio management for individuals, small businesses and institutional clients, plus pension consulting and the selection of other advisers. Satovsky does not identify as an active ESG investor and is not a multistate adviser in its summary.
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 3
Jonathan Satovsky
CEO, Chief Behavioral CoachCRD 2438598
Christine Lucero
Chief Compliance OfficerCRD 6655753
Avi Berg
Chief Investment OfficerCRD 3119814
Contacts
3 of 3
Frank 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 39Active vs passive
$575M in ETFs
55%
$313M
45%
$262M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $113M | 151,191 | 19.69% |
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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