user avatar

Jonathan Fink

Advisor at Satya Investment Management, LLC

Updated today

Firm

Satya Investment Management, LLC

Location

Leawood, KS 66211

Credentials

Series 66

Industry experience

15 years

About

Jonathan Fink is a financial advisor with Satya Investment Management, LLC, holding a Series 66 designation and 15 years of industry experience. He is also the author and president of Polo Grounds Publishing LLC, a book publishing business unrelated to his advisory work. Satya Investment Management serves individual and high-net-worth clients by providing portfolio management and customized Investment Policy Statements. The firm employs a global macro investment strategy using a combination of fundamental, technical, charting, and cyclical analysis across a range of asset classes.

Client services

Based on Satya Investment Management, LLC

Portfolio management

Expertise

Based on Satya Investment Management, LLC

General retirement planning Wealth management

Fee options

Percentage

$1,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.50% $2,000,001 - And Up: 0.25%

Other

Account minimum: $1,000

Location

2300 West 118th Street

Leawood, KS 66211

Most active in

Kansas

Work history

Polo Grounds Publishing LLC

2017 - Present (9 years)

Satya Investment Management, LLC

2016 - Present (10 years)

Satya Investment Management

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")