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Home > Retirement Planners > michigan > troy > JAY A. FISHMAN, LTD
JAY A. FISHMAN, LTD
901 Wilshire Drive
Suite 555
Troy, Michigan 48084-4108
Tel: 248-740-9400
About JAY A. FISHMAN, LTD
JAY A FISHMAN, LTD, formally registered with the SEC as JAY A FISHMAN, LTD. The firm was established in 05/31/1970. They have over 2 offices throughout the country.
JAY A. FISHMAN, LTD is a Troy, Michigan based Financial Planning firm with nearly $959,093,701 assets under management, offering retirement planning & investment advisory services to 481 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105609 |
| SEC# | 801-6618 |
| Assets Managed by Firm | $959,093,701 |
| No. of Clients | 481 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 481 | $959,093,701 |
| Individuals (other than high net worth individuals) | 236 | $40,304,493 |
| High net worth individuals | 212 | $791,417,063 |
| Pension and profit sharing plans | 12 | $63,212,085 |
| Charitable organizations | 4 | $19,061,929 |
| Corporations or other businesses | 17 | $45,098,131 |
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