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Michael A. Fishman

3P EQUITY PARTNERS, LLC·SAN JOSE, California
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3031 TISCH WAY, SAN JOSE, CA 95128-2529CRD# 6962947Firm CRD# 297460
01

About

Michael A. Fishman is a registered financial advisor based in SAN JOSE, California, affiliated with 3P EQUITY PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
3P EQUITY PARTNERS, LLC
3P EQUITY PARTNERS, LLC
AUM
$159M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at 3P EQUITY PARTNERS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Performance-based fees
Other: MONITORING AND CLOSING FEES
Regulatory
SEC/IARD CRD# 6962947
Firm CRD# 297460
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael A. Fishman offer?
Michael A. Fishman specializes in Retirement Planning. Contact their office in SAN JOSE, California for a consultation.
What are Michael A. Fishman's credentials?
Michael A. Fishman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael A. Fishman located?
Michael A. Fishman is based in SAN JOSE, California, working with 3P EQUITY PARTNERS, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Michael A. Fishman charge for services?
Michael A. Fishman's firm is compensated through performance-based fees, other: monitoring and closing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3P EQUITY PARTNERS, LLC?
3P EQUITY PARTNERS, LLC has approximately 3 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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