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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 Aug. 20, 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

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Alj Capital Management, LLC IAR $0
    Alj Capital Partners, LLC -- --
    Fishman Capital Corporation -- --

      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