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SPIVAK ASSET MANAGEMENT, LLC

AVON, CT · CRD 125714 · IAPD ↗ · jayspivak.com · 860-676-9756

$439.1MRegulatory AUM
1Advisory reps
1Employees
63Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — SPIVAK ASSET MANAGEMENT, LLC reported RAUM up 40% ($256.4M -> $357.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.