Spivak Asset Management, LLC

Spivak Asset Management, LLC (CRD# 125714) is a financial advisory firm headquartered in Avon, CT. They manage $357,815,077 in 65 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
172 West Main Street, Avon, CT 06001
http://www.jayspivak.com
By the Numbers
  • Total Assets Under Management
    358
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $5,504,847
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

CT, FL, TX

Financial Advisors at Spivak Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jay Spivak, financial advisor Avon CT
Jay S. Spivak
CRD#: 2763969
172 West Main Street, Avon, CT 06001

Jay Spivak (CRD# 2763969) is an Investment Advisor Representative working at Spivak Asset Management, LLC in Avon, CT and has over 27 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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