$88.4M Total AUM
$88.4M Disc. AUM
-- 3Y CAGR
1 Employees
140 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-2008
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Litovsky Asset Management
Litovsky Asset Management provides retirement plan advisory and investment management for solo and group medical and dental practices, designing and running custom 401(k) and Defined Benefit/Cash Balance plans. The firm serves as an ERISA 3(38) fiduciary, helps select plan service providers, and delivers ongoing compliance and fiduciary support. Compensation is fixed/flat fee with no asset-based fees, portfolio minimums, or AUM pricing.
Team overview
46 AVG AGE
$88.4M AVG AUM / ADVISOR
$631.4K AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KONSTANTIN R LITOVSKY
Principal
- CRD
- #5556537
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,395,697 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,395,697 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing