HAISMAN WEALTH MANAGEMENT, INC.

FORT MYERS, Florida·1 registered advisor·CRD# 108640
SEC# 801-55611239-939-3235
01

Firm Overview

AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SHARE IN FEES CHARGED BY SUB-ADVISER.
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HAISMAN WEALTH MANAGEMENT, INC.

1 registered advisor
Donald Leo Haisman
FORT MYERS, Florida
05

Office Locations

FORT MYERS, Florida
1 advisor

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Data sourced from SEC Form ADV filings. HAISMAN WEALTH MANAGEMENT, INC. (CRD# 108640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.