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SATOVSKY ASSET MANAGEMENT LLC
NEW YORK, NY
212-584-1900
SEC #801-68060Total AUM
$974.8M
Employees
12Clients
216Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
149 SPRING STREET
FLOOR 4
NEW YORK
NY 10012
United States
FLOOR 4
NEW YORK
NY 10012
United States
Operating Hours
9AM - 5PM
Monday - Friday
Monday - Friday
Phone
212-584-1900
Financials
Total AUM
$974.8M
Accounts
216Discretionary
$939M
Accounts
210Non-Discretionary
$35.8M
Accounts
6
Clients
Individual Clients
56AUM
$46.4M
HNW Individual Clients
149AUM
$887.5M
Pension/Profit Sharing Plan Clients
6AUM
$27.3M
Charitable Organization Clients
1AUM
$4.3M
Corporation or Business Clients
4AUM
$9.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOCTFLGAMAMINJNYPA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.