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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