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Spivak Asset Management, Llc
Avon, Connecticut
Spivak Asset Management, LLC is a well-established investment advisory firm headquartered in Avon, CT. With over 25 years of experience, they have built a solid reputation for providing exceptional investment advisory services. Led by Jay Spivak, one of the firm's longest-tenured registered advisors, Spivak Asset Management, LLC is committed to helping clients achieve their financial goals.
As a small firm, Spivak Asset Management, LLC takes pride in offering personalized attention to each client. They understand that every individual has unique financial circumstances and investment objectives, and they tailor their services acc...see more
Assets Under Mgmt
$256.42M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Portfolio management for individuals and/or small businesses
Reviews for Spivak Asset Management, Llc
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