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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-25-1996
- Office Locations
- 1
Office Locations
About Spivak Asset Management, LLC
Spivak Asset Management, LLC is an independent, fee-only advisor serving a select group of high net worth individuals. The firm builds personalized, risk-aligned portfolios using disciplined, research-based diversification across low-cost asset classes, with tax-aware asset location. It also helps consolidate brokerage accounts and provides easy-to-read quarterly reporting with one-on-one communication, working with platforms such as Fidelity and eMoney.
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Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
JAY STUART SPIVAK
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2763969
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $439,099,250 | $6,969,829 |
| Non-Discretionary | $0 | -- |
| Total | $439,099,250 | $6,969,829 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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