|
⚲
|
| Fischer Financial Services Inc
✚
| |
|---|---|
| CRD # | 104616 |
| SEC # | 801-31434 |
| CIK # | |
| AUM | $487.9 MM (2024-03-11) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 717-233-8901 |
| Address | 4431 North Front Street Harrisburg, PA 17110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 445 | 99.2 |
| (b) Individuals (high net worth individuals) | 120 | 351.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 8.6 |
| (h) Charitable organizations | 0 | 9.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 19.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,092 | 487.9 |
| By Discretionary | ||
| Discretionary | 1,092 | 487.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,092 | 487.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 487.9 | |
| Total | 1,092 | 487.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Paulson Wealth Management Inc
✚
|
IL | 0.5 |
|
Hamel Associates Inc
✚
|
NJ | 0.5 |
|
Bright Financial Advisors Inc
✚
|
MI | 0.5 |
|
Kelly Financial Services LLC
✚
|
MA | 0.5 |
|
Phoenix Wealth Advisors Inc
✚
|
NC | 0.5 |
|
BGM Wealth Partners LLC
✚
|
MN | 0.5 |
|
Trinity Financial Advisors LLC
✚
|
OH | 0.5 |
|
Central Valley Advisors LLC
✚
|
CA | 0.5 |
|
Quantum Financial Services Inc
✚
|
IN | 0.5 |
|
Sandy Cove Advisors LLC
✚
|
MA | 0.5 |