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Building 2FLEISHEL FINANCIAL ASSOCIATES, INC.

Map pinDELAND, FL
Phone386-738-1800
NotebookSEC #801-68244
Total AUM
$80.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
812 NORTH WOODLAND BLVD.
DELAND
FL 32720
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
386-738-1800

ReceiptFinancials

Total AUM
$80.8M
Accounts
365
Discretionary
$69M
Accounts
191
Non-Discretionary
$11.8M
Accounts
174

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ANNUAL MGMT FEE FOR OUTSIDE ASSETS/THIRD PARTY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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