$19.4M Total AUM
$19.4M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2016
- Office Locations
- 1
Office Locations
2300 West 118th Street Leawood KS
About Satya Investment Management, LLC
Satya Investment Management, LLC is a Leawood-based RIA. The firm has been operating for 10 years. Managing $19.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
49 AVG AGE
$19.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JONATHAN ADAM FINK
Financial Advisor, President
- CRD
- #4534465
- 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 | $19,439,630 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,439,630 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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