← Tributary

FLEISHER, MARTIN

· CRD 319350 · IAPD ↗ · 212-767-7307

$180.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2024 — FLEISHER, MARTIN reported RAUM down 87% ($1.15B -> $147.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
85
April 2024 — FLEISHER, MARTIN crossed $1B in regulatory AUM ($124.9M -> $1.15B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.