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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 $781,898,399 assets under management, offering retirement planning & investment advisory services to 446 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105609 |
| SEC# | 801-6618 |
| Assets Managed by Firm | $781,898,399 |
| No. of Clients | 446 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 446 | $781,898,399 |
| Individuals (other than high net worth individuals) | 230 | $40,635,391 |
| High net worth individuals | 185 | $641,407,231 |
| Pension and profit sharing plans | 11 | $52,079,444 |
| Charitable organizations | 3 | $14,250,698 |
| Corporations or other businesses | 17 | $33,525,635 |
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|---|---|---|---|
| $222,731,514,408 | 132 | 176 | |
| $18,613,469,251 | 16470 | 130 | |
| $17,421,295,183 | 82 | 64 | |
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