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Andrew Bert Fishman

AFFIANCE FINANCIAL LLC·ST. LOUIS PARK, Minnesota
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600 HIGHWAY 169 SOUTH, ST. LOUIS PARK, MN 55426CRD# 2614044Firm CRD# 113200
01

About

Andrew Bert Fishman is a registered financial advisor based in ST. LOUIS PARK, Minnesota, affiliated with AFFIANCE FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
AFFIANCE FINANCIAL LLC
AFFIANCE FINANCIAL LLC
AUM
$971M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at AFFIANCE FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2614044
Firm CRD# 113200
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Bert Fishman offer?
Andrew Bert Fishman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS PARK, Minnesota for a consultation.
What are Andrew Bert Fishman's credentials?
Andrew Bert Fishman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Bert Fishman located?
Andrew Bert Fishman is based in ST. LOUIS PARK, Minnesota, working with AFFIANCE FINANCIAL LLC. Their office serves clients in the ST. LOUIS PARK metropolitan area and surrounding communities.
How does Andrew Bert Fishman charge for services?
Andrew Bert Fishman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFIANCE FINANCIAL LLC?
AFFIANCE FINANCIAL LLC has approximately 23 employees and manages $971M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST. LOUIS PARK
Douglas Stephan King — OAKWOOD CAPITAL, INC.Seth Ariel Meisler — AFFIANCE FINANCIAL LLCEric Steven Unger — AFFIANCE FINANCIAL LLCSteven Michael Lear — AFFIANCE FINANCIAL LLCTodd Joseph Kelzenberg — DEDEKER FINANCIAL, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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