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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