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Satovsky Asset Management

About Satovsky Asset Management

Satovsky Asset Management (SAM) was established as an independent boutique wealth management firm in 2007 to align mindfulness with financial wealth advisory through long-term portfolio solutions, investor education, and a deep commitment to meaningful relationships.

Min project size

50,000+

Hourly rate

50 / hr

Employees

11

Locations

United States

Year founded

Founded 2007

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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