Satovsky Asset Management LLC

Satovsky Asset Management LLC (CRD# 143519) is a financial advisory firm headquartered in New York, NY. They manage $792,106,127 in 206 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
232 Madison Avenue, Suite 400, New York, NY 10016
https://www.youtube.com/@satovskyassetmanagement
By the Numbers
  • Total Assets Under Management
    792
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $3,845,175
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, MA, MI, NJ, NY, PA

Financial Advisors at Satovsky Asset Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Avi Berg, financial advisor New York NY
Avi Z. Berg
CRD#: 3119814
232 Madison Avenue, Suite 400, New York, NY 10016

Avi Berg (CRD# 3119814) is an Investment Advisor Representative working at Satovsky Asset Management LLC in New York, NY and has over 12 years of experience in the finance industry.

2
Bo Lan, financial advisor New York NY
Bo Lan
CRD#: 7440276
232 Madison Avenue, Suite 400, New York, NY 10016

Bo Lan (CRD# 7440276) is an Investment Advisor Representative working at Satovsky Asset Management LLC in New York, NY and has over 2 years of experience in the finance industry.

3
Christine Lucero, financial advisor New York NY
Christine L. Lucero
CRD#: 7438813
232 Madison Avenue, Suite 400, New York, NY 10016

Christine Lucero (CRD# 7438813) is an Investment Advisor Representative working at Satovsky Asset Management LLC in New York, NY and has 1 year of experience in the finance industry.

4
Jonathan Satovsky, financial advisor New York NY
Jonathan M. Satovsky
CRD#: 2438598
232 Madison Avenue, Suite 400, New York, NY 10016

Jonathan Satovsky (CRD# 2438598) is an Investment Advisor Representative working at Satovsky Asset Management LLC in New York, NY and has over 30 years of experience in the finance industry.

5
Frank Torrone, financial advisor New York NY
Frank Torrone
CRD#: 5890410
232 Madison Avenue, Suite 400, New York, NY 10016

Frank Torrone (CRD# 5890410) is an Investment Advisor Representative working at Satovsky Asset Management LLC in New York, NY and has 1 year 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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