Satori Financial LLC

Satori Financial LLC (CRD# 115592) is a financial advisory firm headquartered in Seattle, WA. They manage $46,021,812 in 66 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o Box 85612, Seattle, WA 98145
https://www.linkedin.com/in/michellefait/
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $697,300
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Satori Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Fait, financial advisor Seattle WA
Michelle A. Fait
CRD#: 2393968
Seattle, WA

Michelle Fait (CRD# 2393968) is an Investment Advisor Representative working at Satori Financial LLC in Seattle, WA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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