Fishman Jay A is an investment advisor in Troy with $1.01 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
381910843
SEC advisor number
801-6618
FINRA CRD number
105609
AUM ?
$1.01 bn
(as of 23 Mar 22)
Accounts
429
(as of 23 Mar 22)
Employees
9
(4 investment advisory or research)
Address
Fishman Jay A
901 WILSHIRE DRIVE
SUITE 555
TROY
MI 48084
901 WILSHIRE DRIVE
SUITE 555
TROY
MI 48084
Office hours
Monday - Friday, 8:30 A.M. - 5:30 P.M.
Phone
2487409400
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fishman, Jay, Allen | Coo/president | 09/1983 | > 75% |
Bedenko, Diane, Carol | CCO | 01/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22