Ari Fischman
Advisor at NorthCoast Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at NorthCoast Asset Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Southfield, MI 48076
Credentials
CFP®, Series 63, Series 66
Industry experience
23 years
Ari Fischman is a CFP® with 23 years of industry experience, currently affiliated with NorthCoast Asset Management LLC. His prior roles include positions at Kovitz Investment Group Partners, Lion Street Financial, Telemus Capital, and New York Life Insurance Company. He serves on the boards of the Jewish Federation of Metro Detroit and Hillel Day School, contributing to pension, insurance, and endowment committees. NorthCoast Asset Management provides investment advisory services to individuals, retirement plans, corporations, and charitable organizations. The firm employs a quantitative and systematic investment approach, offering a broad range of portfolio management strategies and acting as a fiduciary for ERISA and IRA accounts.
Based on NorthCoast Asset Management LLC
Based on NorthCoast Asset Management LLC
Charged on a case-by-case basis; specific rates not stated in brochure
Two Towne Square, Suite 800
Southfield, MI 48076
Michigan
Integrity Alliance, Llc.
2025 - Present (1 year)
Kovitz Investment Group Partners, LLC
2024 - Present (2 years)
Lion Street Financial
2022 - Present (4 years)
Telemus Capital, LLC
2020 - 2024 (4 years)
Mahoney Financial Organization, LLC
2017 - 2020 (3 years)
Integrated Insurance Solutions
2015 - 2018 (3 years)
Eagle Strategies (NY Life)
2013 - 2020 (7 years)
Fischman Insurance Group, LLC
2012 - 2024 (12 years)
Simplified Benefits
2010 - 2020 (10 years)
NYLIFE Securities Inc
2002 - 2020 (18 years)
New York Life Insurance co
2002 - 2020 (18 years)
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Is active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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