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FLEISHEL FINANCIAL ASSOCIATES, INC.
FLEISHEL FINANCIAL ASSOCIATES, INC.
DELAND, Florida
·
1 registered advisor
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CRD# 117768
SEC# 801-68244
386-738-1800
01
Firm Overview
AUM
$81M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ANNUAL MGMT FEE FOR OUTSIDE ASSETS/THIRD PARTY REFERRAL FEES
03
Specialties
Financial Planning
Investment Management
04
Advisors at FLEISHEL FINANCIAL ASSOCIATES, INC.
1 registered advisor
Thomas Bennett Fleishel
DELAND, Florida
CFP
CRD# 1912409
05
Office Locations
DELAND, Florida
1 advisor
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Data sourced from SEC Form ADV filings. FLEISHEL FINANCIAL ASSOCIATES, INC. (CRD# 117768) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.