Michael
Fishman
Affiance Financial LLC
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About this Advisor
Michael Fishman is a financial advisor based in Minneapolis, Minnesota. Fishman works at Affiance Financial LLC. Throughout their career, Fishman has worked at Ernst & Young, Affiance Financial LLC, Student At Indiana University - Bloomington and Private Client Services. Fishman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota. Affiance Financial LLC is an advisory firm based in Minneapolis, MN. It manages $815 million in total assets across its 3,047 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 3,047 customer accounts, 22% are associated with high-net-worth clients who have at least $1 million in assets. Affiance Financial LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Affiance Financial LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Affiance Financial LLC Brokerage Details
$814,840,689
21
3,047
$267,424
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
Michael has been registered as a financial advisor for 0 years.*
Affiance Financial LLC
Affiance Financial LLC
Private Client Services
Ernst & Young
Student At Indiana University - Bloomington
*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 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
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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