Michael
Fliegelman

Gassman Financial Group

CRD#1352098
Investment Advisor
in New York, NY
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About this Advisor

Michael Fliegelman is a chartered financial consultant based in New York, New York, who has been in the industry for 26 years. Fliegelman is on the advisory team at Gassman Financial Group. Over the course of their career, they have held roles at Guardian Life Insurance Company, Park Avenue Securities LLC, N.N.A. Investment Advisors, Inc, National Network Of Accountants, Inc, Innovative Planning Services, Inc, American Portfolios Financial Services, Inc, G&G Planning Concepts, Inc and American Portfolios Advisors, Inc. Fliegelman has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Gassman Financial Group is a registered investment company headquartered in New York, New York. It administers $41 million in total assets among its 92 client accounts, placing it among the smaller investment advisory firms in the nation by assets under management. Of its 92 accounts, 29% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules depend on the type of services provided. However, fee types billed by Gassman Financial Group likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

9 East 40Th Street 5Th Floor
New York, NY 10016

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Gassman Financial Group Brokerage Details

Total Assets Under Management

$39,988,225

NY Average: $7,464,549,021
Total Number of Employees

3

NY Average: 88
Total Number of Accounts

95

NY Average: 3,892
Average Account Size

$420,929

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Michael Fliegelman Work History

Michael has 26 years of experience.

2013 - Present (6 years)

G&G Planning Concepts, Inc

2011 - Present (8 years)

American Portfolios Financial Services, Inc

2011 - 2013 (2 years)

American Portfolios Advisors, Inc

2003 - 2010 (7 years)

N.N.A. Investment Advisors, Inc

1999 - 2010 (11 years)

Park Avenue Securities LLC

1996 - 2010 (14 years)

National Network Of Accountants, Inc

1992 - 2010 (18 years)

Guardian Life Insurance Company

1992 - 2010 (18 years)

Innovative Planning Services, Inc

Disclosures

Michael Fliegelman has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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