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- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2007
- Office Locations
- 1
Office Locations
About Satovsky Asset Management LLC
Satovsky Asset Management (New York, founded 2007) provides fiduciary, commission-free wealth management for individuals, families, and entrepreneurs, pairing highly personalized financial planning with ongoing behavioral coaching through market volatility. Portfolios emphasize active asset allocation using ETFs and public funds, with a focus on building multi-generational plans and preparing heirs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JONATHAN MATTHEW SATOVSKY
Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #2438598
- Ownership
- 75% or more
AVI ZOLAIKHAIAN BERG
Chief Investment Officer, Chief Operating Officer
- CRD
- #3119814
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Bo Lan
Analyst
- CRD
- #7440276
Christine Lynn Lucero
Chief Compliance Officer, Head of Private Wealth
- CRD
- #7438813
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $938,950,897 | $4,471,195 |
| Non-Discretionary | $35,815,003 | $5,969,167 |
| Total | $974,765,900 | $4,512,805 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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