Jay A. Fishman, Ltd

Jay A. Fishman, Ltd (CRD# 105609) is a financial advisory firm headquartered in Troy, MI. They manage $633,401,767 in 393 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    633
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $1,611,709
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, IL, MI, MO, NC, NY, PA, TX

Financial Advisors at Jay A. Fishman, Ltd
Showing 1 - 3 of 3 top financial advisors.
1
Jay A. Fishman
CRD#: 5315799
901 Wilshire Drive, Suite 555, Troy, MI 48084

Jay Fishman (CRD# 5315799) is an Investment Advisor Representative working at Jay A. Fishman, Ltd in Troy, MI and has over 10 years of experience in the finance industry.

2
Viorica Fuchs
CRD#: 5992797
901 Wilshire Drive, Suite 555, Troy, MI 48084

Viorica Fuchs (CRD# 5992797) is an Investment Advisor Representative working at Jay A. Fishman, Ltd in Troy, MI and has over 9 years of experience in the finance industry.

3
Todd M. Ifkovits
CRD#: 5839482
901 Wilshire Drive, Suite 555, Troy, MI 48084

Todd Ifkovits (CRD# 5839482) is an Investment Advisor Representative working at Jay A. Fishman, Ltd in Troy, MI and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.