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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on March 30, 2016
    • $320.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 560
      Accounts
    • $571.8K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

9

name start date
Zev Jeffrey Fried
September 2010
Olivier Cornet
September 2010
Mordechai Leib Fishman
September 2005
Jeffrey Seth Fishman
February 1997
Yigal Shmuel Newman
July 2011

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Jeffrey Seth Fishman Managing Member July, 1995 50% to 75%
    Shari Fishman Chief Compliance Officer March, 2011 50% to 75%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Commissions