F
CRD: 319350
Fleisher, Martin
NEW York, NY
2127677307
$180.1M Total AUM
$180.1M Disc. AUM
12.6% 3Y CAGR
1 Employees
12 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · E*TRADE · Etrade · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-18-2022
- Office Locations
- 1
Office Locations
-- NEW York NY
About Fleisher, Martin
Fleisher, Martin is a NEW York-based RIA. The firm has been operating for 4 years. Managing $180.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and E*TRADE. Services offered include Portfolio Construction.
Team overview
65 AVG AGE
$180.1M AVG AUM / ADVISOR
$15.0M AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Pathway momentum
Investment Themes
Signal catalyst Unison beacon
Investment Vehicles
Vector legacy
Services
Horizon
Owner & Executives
M
Martin Ephraim Fleisher
Chief Compliance Officer, Managing Member
- CRD
- #7517688
- Ownership
- 75% or more
(683) 703-6532
north.horizon@valuecapital.com
in linkedin.com/in/quantum-vital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,088,308 | $15,007,359 |
| Non-Discretionary | $0 | -- |
| Total | $180,088,308 | $15,007,359 |
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Separately Managed Accounts
Total SMA Asset: $180,088,308
Public Funds:
32.0% Equity - Exchange:
25.1% Municipal Bonds:
15.2% Cash:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $251,345,743 | 32.0% |
| Equity - Exchange | $197,149,317 | 25.1% |
| Municipal Bonds | $119,389,228 | 15.2% |
| Cash | $217,571,158 | 27.7% |
| Total | $785,455,446 | 100.0% |