Unclaimed Profile

Lisa Marie Fleischman

I SQUARED CAPITAL ADVISORS (US) LLC·MIAMI, Florida

Clean recordI SQUARED CAPITAL ADVISORS (US) LLC

600 BRICKELL AVENUE, MIAMI, FL 33131-3067CRD# 7082967Firm CRD# 168339

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lisa Marie Fleischman · MIAMI, FL

Registration

CRD #7082967 · I SQUARED CAPITAL ADVISORS (US) LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lisa Marie Fleischman is a registered financial advisor based in MIAMI, Florida, affiliated with I SQUARED CAPITAL ADVISORS (US) LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

I SQUARED CAPITAL ADVISORS (US) LLC

AUM

$47.9B

Regulatory assets under management

Employees

207

Total firm employees

View all advisors at I SQUARED CAPITAL ADVISORS (US) LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7082967

Firm CRD# 168339

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lisa Marie Fleischman offer?

Lisa Marie Fleischman specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Lisa Marie Fleischman's credentials?

Lisa Marie Fleischman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lisa Marie Fleischman located?

Lisa Marie Fleischman is based in MIAMI, Florida, working with I SQUARED CAPITAL ADVISORS (US) LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Lisa Marie Fleischman charge for services?

Lisa Marie Fleischman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is I SQUARED CAPITAL ADVISORS (US) LLC?

I SQUARED CAPITAL ADVISORS (US) LLC has approximately 207 employees and manages $47.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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