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SATOVSKY ASSET MANAGEMENT LLC
CRD 143519 · SEC 801-68060
149 SPRING STREET, FLOOR 4, NEW YORK, NY, 10012, United States
Phone
212-584-1900
Fax
646-934-6315
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$974.8M
Discretionary AUM
$939.0M
Team
12 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $46.4M |
| High net worth individuals | 149 | $887.5M |
| Pension/profit sharing plans | 6 | $27.3M |
| Charitable organizations | 1 | $4.3M |
| Corporations/business entities | 4 | $9.2M |
States served
CA, CO, GA, MA, MI, NJ, NY, PA, CT, FL
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/CHRISTINELUCERO/
- HTTPS://WWW.YOUTUBE.COM/@SATOVSKYASSETMANAGEMENT
- HTTPS://WWW.LINKEDIN.COM/COMPANY/SATOVSKY-ASSET-MANAGEMENT-LLC
- HTTPS://WWW.SATOVSKY.COM
- HTTPS://WWW.SATOVSKYASSETMANAGEMENT.COM
- HTTPS://WWW.FACEBOOK.COM/SATOVSKYASSETMANAGEMENT
- HTTPS://X.COM/JONSATOVSKY
- HTTPS://WWW.LINKEDIN.COM/IN/FRANK-TORRONE-CFP/
- HTTPS://WWW.INSTAGRAM.COM/JONSATOVSKY/
Official SEC filing: View on IAPD