Gassman Financial Group
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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
Years of Experience
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Gassman Financial Group Brokerage Details
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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
Michael Fliegelman Work History
Michael has 26 years of experience.
G&G Planning Concepts, Inc
American Portfolios Financial Services, Inc
American Portfolios Advisors, Inc
N.N.A. Investment Advisors, Inc
Park Avenue Securities LLC
National Network Of Accountants, Inc
Guardian Life Insurance Company
Innovative Planning Services, Inc
Michael Fliegelman has disclosures.
Please visit their SEC profile for more details.