Satovsky Asset Management

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

232 Madison Ave Ste 400, New York, New Y...

Phone Number

(212) 584-1900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
2
2
1
2

About Satovsky Asset Management

Satovsky Asset Management is a New York City boutique wealth management firm established in 2007, specializing in hyper-personalized financial planning, investment management, and behavioral coaching. The firm prioritizes a high standard of fiduciary duty and treats clients like family, emphasizing meaningful relationships. With a diverse team of professionals, they focus on developing long-term strategies for wealth while integrating modern technology to enhance client experiences. Their services are designed for individuals seeking to secure and grow their financial success through tailored solutions and educational resources.Explore more
Satovsky Asset Management's Social MediaPopular SearchesSatovsky Asset Management LLCSatovsky Asset ManagementBlank Management IncManagement Finance LLCPresent Management LLCSIC Code 62,628NAICS Code 52,523Show more

Satovsky Asset Management Org Chart

PhoneEmail
AV
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Head of Operations

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CL
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Private Wealth, Cco Head

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MP
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Director of Impressions

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SL
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Client Service Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Satovsky Asset Management

<$5M
11-50
Private
<$5M
2007
AV
Alicia ViloriaHead of Operations
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1998
KL
Kathleen LazorClient Relationship Manager
<$5M
1-10
Private
<$5M
2016
AL
Aaron LeakFounder & Manager, Wealth
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Satovsky Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Satovsky Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Satovsky Asset Management.

Satovsky Asset Management financials insights

Gather financial insights about Satovsky Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Satovsky Asset Management Tech Stack

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Satovsky Asset Management News & Media

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Frequently Asked Questions Regarding Satovsky Asset Management

What is Satovsky Asset Management's official website?
Satovsky Asset Management's official website is www.satovsky.com
What is Satovsky Asset Management's Revenue?
Satovsky Asset Management's revenue is <$5 Million
What is Satovsky Asset Management's SIC code?
Satovsky Asset Management's SIC: 62,628
What is Satovsky Asset Management's NAICS code?
Satovsky Asset Management's NAICS: 52,523
How many employees does Satovsky Asset Management have?
Satovsky Asset Management has 11-50 employees
What industry does Satovsky Asset Management belong to?
Satovsky Asset Management is in the industry of: Finance, Securities Trading
What is Satovsky Asset Management competition?
Satovsky Asset Management top competitors include: Vibrance Wealth Management, Pillar Wealth Management, Core Wealth Management, Estes Wealth Strategies
What technology does Satovsky Asset Management use?
Some of the popular technologies that Satovsky Asset Management uses are: WordPress.org, PHP, Cloudflare CDN, Proofpoint
How do I contact Satovsky Asset Management?
Satovsky Asset Management contact info: Phone number: (212) 584-1900 Website: www.satovsky.com
What does Satovsky Asset Management do?

Satovsky Asset Management is a New York City boutique wealth management firm established in 2007, specializing in hyper-personalized financial planning, investment management, and behavioral coaching. The firm prioritizes a high standard of fiduciary duty and treats clients like family, emphasizing meaningful relationships. With a diverse team of p... rofessionals, they focus on developing long-term strategies for wealth while integrating modern technology to enhance client experiences. Their services are designed for individuals seeking to secure and grow their financial success through tailored solutions and educational resources.Read More

What are Satovsky Asset Management social media links?
Satovsky Asset Management Linkedin page Satovsky Asset Management Twitter page Satovsky Asset Management Facebook page
Is Satovsky Asset Management a public company?
Satovsky Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Satovsky Asset Management

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