Michael
Fishman

Affiance Financial LLC

CRD#6343195
Investment Advisor
in Chicago, IL

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About this Advisor

Michael Fishman is a financial advisor based in Chicago, Illinois, working with Affiance Financial LLC. Michael has previously held positions at Ernst & Young, Affiance Financial LLC, Student At Indiana University - Bloomington, and Private Client Services. Michael has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Michael is part of Affiance Financial LLC, which operates out of Chicago, Illinois. The firm has 23 employees and manages assets totaling $971.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Affiance Financial LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Chicago, IL

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Affiance Financial LLC Brokerage Details

Total Assets Under Management

$971,389,913

IL Average: $5,289,111,388
Total Number of Employees

23

IL Average: 157
Total Number of Accounts

3,288

IL Average: 8,262
Average Account Size

$295,435

IL Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Fishman Work History

2023 - Present (1 year)

Affiance Financial LLC

2022 - Present (2 years)

Affiance Financial LLC

2022 - Present (2 years)

Private Client Services

2016 - 2022 (6 years)

Ernst & Young

2012 - 2016 (4 years)

Student At Indiana University - Bloomington

Disclosures

Please visit the SEC profile of Michael Fishman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Affiance Financial LLC

Daniel Lear
Minneapolis, MN
Brendan Halleron
Minneapolis, MN
Tanner Steele
Minneapolis, MN
Michael Fishman
Chicago, IL
Christopher Johnson
Minneapolis, MN
Hunter Schwimmer
Minneapolis, MN
Kyle Berg
Minneapolis, MN
Eric Unger
Minneapolis, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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