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| Fischer Financial Services Inc
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|---|---|
| CRD # | 104616 |
| SEC # | 801-31434 |
| CIK # | 0002064001 |
| AUM | $636.1 M (2026-02-25) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 717-233-8901 |
| Address | 4431 North Front Street Harrisburg, PA 17110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002064001 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.6 | ||
| Alphabet Inc | 15.2 | ||
| Microsoft Corp | 14.3 | ||
| Costco Wholesale Corp /NEW | 7.9 | ||
| Broadcom Inc | 7.7 | ||
| Mastercard Inc | 7.3 | ||
| Wal Mart Stores Inc | 5.6 | ||
| J P Morgan Chase & Co | 5.5 | ||
| Parker Hannifin Corp | 5.2 | ||
| Apple Inc | 3.6 | ||
| Goldman Sachs Group Inc | 2.9 | ||
| Home Depot Inc | 2.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 455 | 103.3 |
| (b) Individuals (high net worth individuals) | 154 | 484.3 |
| (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 | 10.0 |
| (h) Charitable organizations | 0 | 15.3 |
| (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 | 23.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,212 | 636.1 |
| By Discretionary | ||
| Discretionary | 1,212 | 636.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,212 | 636.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 636.1 | |
| Total | 1,212 | 636.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002064001] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SK Wealth Management LLC
✚
|
RI | 0.6 |
|
Scott & Selber Inc Capital Management
✚
|
TX | 0.6 |
|
Timber Creek Capital Management LLC
✚
|
MA | 0.6 |
|
Rowland Miller Partners LLC
✚
|
GA | 0.6 |
|
Empower Financial Advisory LLC
✚
|
CT | 0.6 |
|
Clare Market Investments LLC
✚
|
TX | 0.6 |
|
Central Valley Advisors LLC
✚
|
CA | 0.6 |
|
WJ Interests LLC
✚
|
TX | 0.6 |
|
Kickstand Ventures LLC
✚
|
NY | 0.6 |
|
Kennedy Investment Group Inc
✚
|
NJ | 0.6 |