Alexander
Fishman
Greenup Street Wealth Management LLC
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About this Advisor
Alexander Fishman is a financial advisor based in Overland Park, Kansas, working with Greenup Street Wealth Management LLC. Alexander has previously held positions at Scottrade, Inc, American Century Investment Services, Inc, Financial Engines, Greenup Street Wealth Management LLC, Greenup Wealth Management, and American Century Investments. Alexander has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas. Currently, Alexander is part of Greenup Street Wealth Management LLC, which operates out of Overland Park, Kansas. The firm has 2 offices and 15 employees. The firm manages assets totaling $510.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Greenup Street Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Greenup Street Wealth Management LLC Brokerage Details
$510,829,034
15
1,697
$301,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Alexander Fishman Work History
Greenup Street Wealth Management LLC
Greenup Wealth Management
American Century Investment Services, Inc
American Century Investments
Financial Engines
Scottrade, Inc
Disclosures
Please visit the SEC profile of Alexander Fishman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Cleveland Heights, OH
Overland Park, KS
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