1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2JAY A. FISHMAN, LTD

Map pinTROY, MI
Phone248-740-9400
NotebookSEC #801-6618
Total AUM
$1.3B
Employees
8
Clients
537

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
901 WILSHIRE DRIVE
SUITE 555
TROY
MI 48084-4108
United States
Operating Hours
8:30 A.M. - 5:30 P.M.
Monday - Friday
Phone
248-740-9400
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
537
Discretionary
$1.3B
Accounts
537
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
257
AUM
$39.6M
HNW Individual Clients
244
AUM
$1.1B
Pension/Profit Sharing Plan Clients
13
AUM
$76.4M
Charitable Organization Clients
5
AUM
$26.7M
Corporation or Business Clients
18
AUM
$55.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLAMINCNYPASCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account