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JAY A. FISHMAN, LTD
FISHMAN JAY A LTD
CRD 105609 · SEC 801-6618
901 WILSHIRE DRIVE, SUITE 555, TROY, MI, 48084-4108, United States
Phone
248-740-9400
Fax
248-740-9401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.25B
Discretionary AUM
$1.25B
Team
8 total employees; 4 advisory reps; 537 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 257 | $39.6M |
| High net worth individuals | 244 | $1.05B |
| Pension/profit sharing plans | 13 | $76.4M |
| Charitable organizations | 5 | $26.7M |
| Corporations/business entities | 18 | $55.8M |
States served
AZ, CA, IL, LA, MI, NY, NC, PA, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD