Company Email Format Management

Satovsky Asset Management

Investment Management 149 Spring St 11 employees

Employees: 11
Contacts: 3
Emails: 3
Phones: 3

satovsky.com LinkedIn

Satovsky Asset Management Overview

Headquarters: 149 Spring St
Phone Number: Available in AeroLeads
Website: satovsky.com
Industry: Investment Management
Employees: 11
Founded: 2007
Funding: ,
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Investment Management Financial Planning Behavioral Coaching Financial Mindfulness Wealth Management Estate Planning Investor Education Investor Habits

About Satovsky Asset Management

Satovsky Asset Management was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through long-term portfolio solutions, investor education, and a deep commitment to meaningful relationships. Our hyper-personalized approach brings together financial planning, investment management, and behavioral coaching to develop investor habits and strategies for long-term abundance and peace of mind.

Satovsky Asset Management Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 3; 75.0% coverage

Satovsky Asset Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jonathan Satovsky	A Mindful Approach to Multi-generational Wealth Advisory	New York, United States	Email Phone
Avi Berg	Chief Investment Officer at Satovsky Asset Management	New York, United States	Email Phone
Sherri Lancaster	Licensed Financial Professional with Over 20 Years of Client Service and Operations Experience	Statham, Georgia, United States	Email Phone
Christine Lucero, Jd, Cfp® Cpwa®	Head of Private Wealth and Chief Compliance Officer @ Satovsky Asset Management	New York, United States	View