Entities

Satovsky Asset Management, LLC

Satovsky Asset Management, LLC

Acronym
SAM
Link
Founding Date
2007

Satovsky Asset Management, LLC, a Registered Investment Advisory (RIA) firm, is an independent wealth management firm that serves the financial needs of a limited number of sophisticated multi-generational families, business owners, high-net-worth investors, charitable institutions, pensions, endowments, 401(k) plans, and families around the globe by creating holistic, long-term solutions that are tailored and managed to each client’s unique obligations, goals, and needs. he company begins each relationship by reviewing the client’s cash flow statement, balance sheet, and goals, specializing in investment management and financial planning.