Spivak Asset Management, LLC

Spivak Asset Management, LLC (CRD# 125714) is a financial advisory firm headquartered in Avon, CT. They manage $142,341,584 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $2,333,469
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Spivak Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jay S. Spivak
CRD#: 2763969
172 West Main Street, Avon, CT 06001
93
Wealthminder
score

Jay Spivak (CRD# 2763969) is an Investment Advisor Representative working at Spivak Asset Management, LLC in Avon, CT and has over 20 years of experience in the finance industry.

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