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Thomas Bennett Fleishel

FLEISHEL FINANCIAL ASSOCIATES, INC.·DELAND, Florida
CFPSeries 51Series 24Series 31Series 7Series 63SIELicensed in 32 states
Unclaimed Profile
812 NORTH WOODLAND BLVD., DELAND, FL 32720CRD# 1912409Firm CRD# 117768
01

About

Thomas Bennett Fleishel is a registered financial advisor based in DELAND, Florida, affiliated with FLEISHEL FINANCIAL ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FLEISHEL FINANCIAL ASSOCIATES, INC.
FLEISHEL FINANCIAL ASSOCIATES, INC.
AUM
$81M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FLEISHEL FINANCIAL ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ANNUAL MGMT FEE FOR OUTSIDE ASSETS/THIRD PARTY REFERRAL FEES
Regulatory
SEC/IARD CRD# 1912409
Firm CRD# 117768
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Bennett Fleishel offer?
Thomas Bennett Fleishel specializes in Financial Planning, Investment Management. Contact their office in DELAND, Florida for a consultation.
What are Thomas Bennett Fleishel's credentials?
Thomas Bennett Fleishel holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Thomas Bennett Fleishel located?
Thomas Bennett Fleishel is based in DELAND, Florida, working with FLEISHEL FINANCIAL ASSOCIATES, INC.. Their office serves clients in the DELAND metropolitan area and surrounding communities.
How does Thomas Bennett Fleishel charge for services?
Thomas Bennett Fleishel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: annual mgmt fee for outside assets/third party referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FLEISHEL FINANCIAL ASSOCIATES, INC.?
FLEISHEL FINANCIAL ASSOCIATES, INC. has approximately 1 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
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Research
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