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Mike Fleiner

No Current Employment Listed

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Bidart & Ross Inc. 28 years, 2 months Jan 1992 - Present
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Michael James Fleiner?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Michael Fleiner

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Dec 25, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Mar 26, 2010
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Dec. 26, 2019
    • $907.8M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 17
      number of clients
    • $53.4M
      Estimated Average Account Balance Per Client

Fees

There is no compensation data available to display at this time
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