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
Spivak Asset Management, LLC
By the Numbers
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Total Assets Under Management358MILLION
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Total Number of Accounts65ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, TX
Financial Advisors at Spivak Asset Management, LLC
1
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.
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