S
$11.7M Total AUM
$11.7M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
9 yrs Firm Age
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- Custodian
- BNY Mellon ยท Brown Brothers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-23-2016
- Office Locations
- 1
Office Locations
-- Tequesta FL
About SAT Financial Advisors Inc.
SAT Financial Advisors Inc. is a Tequesta-based RIA. The firm has been operating for 9 years. Managing $11.7M in total assets under management, with 1 advisory representatives. They custody assets with BNY Mellon and Brown Brothers.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
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Available
Investment Vehicles
Available
Owner & Executives
V
Vien N Tran
Chief Executive Officer
- CRD
- #6680442
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,652,006 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,652,006 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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