Eric
Fishman
Jay A. Fishman, LTD
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About this Advisor
Eric Fishman is a financial advisor operating out of Troy, Michigan with 1 year of relevant experience. Fishman currently works for Jay A. Fishman, LTD. The advisor has gained experience at Aspiriant, Jay A. Fishman, LTD and Student. Fishman has a Series 65 license, designating them as an investment advisor representative, and is able to advise clients in California, Florida, Illinois, Louisiana, Michigan, New York, North Carolina, Pennsylvania and Texas. Jay A. Fishman, LTD is a registered investment firm operating out of Troy, MI. The company has a total of nine advisors. It has $782 million in total assets among its 446 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 446 client accounts, 41% belong to high-net-worth investors who have more than $1 million in assets. Jay A. Fishman, LTD offers a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fees billed by Jay A. Fishman, LTD typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jay A. Fishman, LTD Brokerage Details
$781,898,399
9
446
$1,753,135
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Fishman Work History
Eric has been registered as a financial advisor for 1 years.*
Jay A. Fishman, LTD
Aspiriant
Student
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric 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 Jay A. Fishman, LTD
Troy, MI
Troy, MI
Troy, MI
Troy, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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