Ari David Fischman

CFP

Integrity Alliance, LLC

23 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Integrity Alliance, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

425 advisors

Number of Clients

14,148 clients

Average Client Portfolio

$170K average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:None

Location

Two Towne Square, Suite 800, Southfield, MI, 48076

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History

Regulatory History (1)

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Employment Separation After Allegations

October 2020

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Other Business ActivitiesSells Insurance

Ari is involved in several outside business activities including a dormant investment LLC, volunteer work for the Jewish Federation, and board membership at Hillel Day School. Ari also works for Kovitz/Telemus, running their insurance division for life, health, and property & casualty business, and acts as a registered representative with Lion Street Financial to place broker-dealer registered insurance products; these activities take about a quarter of his time.