Satori Financial LLC
Satori Financial LLC (CRD# 115592) is a financial advisory firm headquartered in San Francisco, CA. They manage $14,312,700 in 49 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$292,096
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michelle Fait (CRD# 2393968) is an Investment Advisor Representative working at Satori Financial LLC in Seattle, WA and has over 23 years of experience in the finance industry. Michelle Fait has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.