Fleishel Financial Associates, Inc. is an adviser based in Deland. It manages $80.8 million of regulatory assets for 365 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.
Fleishel Financial Associates provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fleishel Financial Associates, Inc. is $80.8 million. The firm's AUM has grown by 130% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fleishel Financial Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Fleishel Financial Associates, Inc. performs its advisory services is located at 812 North Woodland Blvd., Deland, FL 32720, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 386-738-1800 or by fax 386-943-4010. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.fleishelfinancial.com.