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Jay A. Fishman, Ltd

RIA Troy, MI CRD 105609 Last verified October 2026

Overview

Jay A. Fishman, Ltd is an SEC registered investment adviser based in Troy, MI, registered since 1970. It reports $1.3B in assets under management across 537 accounts, with 8 employees. It has 4 investment adviser representatives.

Reported AUM
$1.3B
Discretionary
100%
Accounts
537
Average account
$2.3M
Employees
8
Advisory reps
4
Registered since
1970
Jurisdictions
13

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
  • Pension/Profit Sharing Plan
Fee structure
Percentage of Assets

Executive officers 2 of 2

  • Jay Allen Fishman Chief Operating Officer, President CRD 5315799
  • Diane Carol Bedenko Chief Compliance Officer CRD 7242351

Advisory reps 3 of 4

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters
901 Wilshire Dr Ste 555
Troy, MI 48084
County
Oakland
Metro area
Detroit-Warren-Dearborn, MI
Region
Midwest

Registrations

  • SEC registered
  • Registered in 13 jurisdictions
  • Website: jaf-ltd.com

Every state, with registration dates

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