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Home > Retirement Planners > connecticut > avon > SPIVAK ASSET MANAGEMENT, LLC
SPIVAK ASSET MANAGEMENT, LLC
172 West Main Street
Avon, Connecticut 06001
Tel: 860-676-9756
About SPIVAK ASSET MANAGEMENT, LLC
SPIVAK ASSET MANAGEMENT, LLC, formally registered with the SEC as SPIVAK ASSET MANAGEMENT, LLC. The firm was established in 03/10/2015. They have over 1 offices throughout the country.
SPIVAK ASSET MANAGEMENT, LLC is a Avon, Connecticut based Financial Planning firm with nearly $357,815,077 assets under management, offering retirement planning & investment advisory services to 65 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125714 |
| SEC# | 801-81096 |
| Assets Managed by Firm | $357,815,077 |
| No. of Clients | 65 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 65 | $357,815,077 |
| Individuals (other than high net worth individuals) | 14 | $8,513,225 |
| High net worth individuals | 51 | $349,301,852 |
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