Spivak Asset Management LLC
Legal Name: SPIVAK ASSET MANAGEMENT, LLC
Full Contact Details
Spivak Asset Management LLC
172 WEST MAIN STREET, AVON, CT
860-676-9756
860-676-2107
Other Info
Spivak Asset Management, LLC is a Connecticut-based company specializing in financial management services. With one employee serving in an advisory role, the company caters to an extensive clientele base of 65 individuals. The company is legally identified as Spivak Asset Management LLC and has been approved by the US Securities and Exchange Commission, registered since March 2015.
Template
Approach Investment Philosophy Useful Links Biography Quotes CRS Form Contact Approach Customized Customized investment solutions for a select group of high net worth individuals Unbiased and Diversified Unbiased, diversified strategies investing in low cost asset classes to help Maximize Returns Ea…
Direct Owners
-
JAY STUART SPIVAK
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more