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SATORI CAPITAL, LLC
2501 N. Harwood Street
Suite 2001
Dallas, Texas 75201
Tel: 214-390-6270
About SATORI CAPITAL, LLC
SATORI CAPITAL, LLC, formally registered with the SEC as SATORI CAPITAL, LLC. The firm was established in 03/30/2012. They have over 2 offices throughout the country.
SATORI CAPITAL, LLC is a Dallas, Texas based Financial Planning firm with nearly $1,444,128,082 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 161829 |
| SEC# | 801-74547 |
| Assets Managed by Firm | $1,444,128,082 |
| No. of Clients | 15 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SEE ADV PART 2A RE PRIVATE EQUITY & SEEDED MANAGERS)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 15 | $1,444,128,082 |
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