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 who works out of New York, New York with a total of 2 years of relevant experience. Fliegelman is an advisor for Gassman Financial Group. During their career, Fliegelman has held roles at American Portfolios Financial Services, Inc, G&G Planning Concepts, Inc and American Portfolios Advisors, Inc. Fliegelman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in New York. Gassman Financial Group is a registered investment business that has its headquarters in New York, NY. It has $53 million in assets under management among its 91 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 91 customer accounts, 59% belong to high-net-worth clients who have more than $1 million in investable assets. The company has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. Financial management fee schedules typically vary depending on which services are offered. However, fee types billed by Gassman Financial Group can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

2 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

Office Location

14 Penn Plaza, Suite 1800
New York, NY 10122

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Gassman Financial Group Brokerage Details

Total Assets Under Management

$52,992,732

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

2

NY Average: 88
Total Number of Accounts

91

NY Average: 3,892
Average Account Size

$582,338

NY Average: $1,917,921

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 been registered as a financial advisor for 2 years.*

2013 - Present (11 years)

G&G Planning Concepts, Inc

2011 - Present (13 years)

American Portfolios Financial Services, Inc

2011 - 2013 (2 years)

American Portfolios Advisors, Inc

*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 Fliegelman 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 Gassman Financial Group

Michael Fliegelman
New York, NY

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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