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Michaell Fleischman

White Aspen Capital LLC

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About Michaell Fleischman

Michaell Fleischman is a registered investment advisor representative with White Aspen Capital LLC. Michaell is a licensed investment advisor in California. Michaell has over 15 years of experience in the financial services industry. Michaell has worked for several prominent financial institutions, including MBSC Securities Corporation, Mutual Trust Company of America Securities, and Foreside Fund Services, LLC. Michaell provides financial planning and portfolio management services to individuals and businesses. Michaell's firm, White Aspen Capital LLC, manages over $9.5 million in assets.

Firm Information

Michaell Fleischman is currently registered with White Aspen Capital LLC. White Aspen Capital LLC is a registered investment advisor based in [Insert Location]. The firm provides financial planning and portfolio management services to individuals, corporations, and other businesses. White Aspen Capital LLC has approximately $9,500,000 in assets under management and serves over 40 clients.

$9.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michaell Fleischman’s Registration & Firm History

NV

04/17/2024 - Present

White Aspen Capital LLC (HENDERSON NV)

ME

11/03/2022 - 02/20/2024

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

FL

03/21/2017 - 09/30/2022

MUTUAL TRUST COMPANY OF AMERICA SECURITIES (ST. PETERSBURG FL)

NY

07/23/2008 - 12/21/2016

MBSC SECURITIES CORPORATION (New York NY)

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Licenses & Designations

BOTH

Issued 11/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2012

Series 7 - General Securities Representative Examination

BC

Issued 07/22/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michaell Fleischman.
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