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| Happy Holidays!! thanks for using AUM13F!! |
| Fischer Financial Services Inc
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| CRD # | 104616 |
| SEC # | 801-31434 |
| CIK # | 0002064001 |
| AUM | $564.6 M (2025-02-27) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 717-233-8901 |
| Address | 4431 North Front Street Harrisburg, PA 17110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.1 | ||
| Microsoft Corp | 18.6 | ||
| Nvidia Corp | 16.9 | ||
| Alphabet Inc | 11.4 | ||
| Mastercard Inc | 8.3 | ||
| Costco Wholesale Corp /NEW | 7.5 | ||
| Amazon Com Inc | 7.2 | ||
| Broadcom Inc | 7.1 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Parker Hannifin Corp | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 439 | 94.6 |
| (b) Individuals (high net worth individuals) | 143 | 429.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.7 |
| (h) Charitable organizations | 0 | 10.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 21.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,141 | 564.6 |
| By Discretionary | ||
| Discretionary | 1,141 | 564.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,141 | 564.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 564.6 | |
| Total | 1,141 | 564.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002064001] |
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