SAT FINANCIAL ADVISORS INC.

SAT FINANCIAL ADVISORS INC. is an SEC-registered investment adviser (CRD 283792). Regulatory assets under management: $11.7M.

Registration

• CRD: 283792
• Type: Registered investment adviser
• Phone: (561) 371-2951
• Latest filing: 2026-03-31
• Regulatory AUM: $11.7M
• Discretionary AUM: $11.7M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 283792 on SEC IAPD (source of record)
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