Fleisher, Martin
Firm details
- Headquarters
- ,
- CRD number
- 319350
- Registered since
- March 18, 2022
- Custodians
- THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC., E*TRADE SECURITIES LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fleisher, Martin is an independent registered investment adviser operating as a corporation and owned by an individual. The firm is SEC-registered (since 2022) and serves primarily individual and family clients, offering portfolio management tailored to individuals and small businesses. Its advisory fees are charged as a percentage of assets under management. The firm identifies its principal business activity as a law firm, and it is not positioned as a capital allocator, pension consultant, or multi-state ESG specialist.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities25%
- State & Local Bonds15%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Martin Fleisher
Chief Compliance OfficerCRD 7517688
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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