Jay A. Fishman, Ltd

Jay A. Fishman, Ltd (CRD# 105609) is a financial advisory firm headquartered in Troy, MI. They manage $1,013,321,883 in 429 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
901 Wilshire Drive, Suite 555, Troy, MI 48084-4108
https://jaf-ltd.com
By the Numbers
  • Total Assets Under Management
    1,013
    MILLION
  • Total Number of Accounts
    429
    ACCOUNTS
  • Average Account Value
    $2,362,056
Compensation Options
  • A percentage of assets under your management
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, FL, IL, LA, MI, NC, NY, PA, TX

Financial Advisors at Jay A. Fishman, Ltd
Showing 1 - 5 of 5 top financial advisors.
1
Jay Fishman, financial advisor Troy MI
Jay A. Fishman
CRD#: 5315799
901 Wilshire Drive, Suite 555, Troy, MI 48084-4108

Jay Fishman (CRD# 5315799) is an Investment Advisor Representative working at Jay A. Fishman, Ltd in Troy, MI and has over 11 years of experience in the finance industry.

2
Viorica Fuchs, financial advisor Troy MI
Viorica Fuchs
CRD#: 5992797
901 Wilshire Drive, Suite 555, Troy, MI 48084-4108

Viorica Fuchs (CRD# 5992797) 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.

3
Todd Ifkovits, financial advisor Troy MI
Todd M. Ifkovits
CRD#: 5839482
901 Wilshire Drive, Suite 555, Troy, MI 48084-4108

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.

4
Griffin Wagner, financial advisor Troy MI
Griffin S. Wagner
CRD#: 5998040
901 Wilshire Drive, Suite 555, Troy, MI 48084

Griffin Wagner (CRD# 5998040) 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.

5
Eric Rogic, financial advisor Troy MI
Eric J. Rogic
CRD#: 7456684
901 Wilshire Drive, Suite 555, Troy, MI 48084-4108

Eric Rogic (CRD# 7456684) is an Investment Advisor Representative working at Jay A. Fishman, Ltd in Troy, MI and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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