Satori Wealth Management, Inc.

Satori Wealth Management, Inc. (CRD# 287979) is a financial advisory firm headquartered in San Diego, CA. They manage $44,688,866 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4660 La Jolla Village Drive, Suite 100, San Diego, CA 92122
http://www.satoriwealth.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $425,608
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Satori Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Danny Michael, financial advisor San Diego CA
Danny G. Michael
CRD#: 4256559
4660 La Jolla Village Drive, Suite 100, San Diego, CA 92122

Danny Michael (CRD# 4256559) is an Investment Advisor Representative working at Satori Wealth Management, Inc. in San Diego, CA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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