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| Happy Holidays!! thanks for using AUM13F!! |
| Fischer Investment Group Inc
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|---|---|
| CRD # | 110966 |
| SEC # | 801-30304 |
| CIK # | |
| AUM | $403.2 M (2024-09-13) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 585-586-2460 |
| Address | 1175 Pittsfordvictor Rd Pittsford, NY 14534 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 196 | 403.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 403.2 |
| By Discretionary | ||
| Discretionary | 150 | 138.5 |
| Non-Discretionary | 46 | 264.7 |
| Total | 196 | 403.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.2 | |
| Total | 196 | 403.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Members Advisory Group LLC
✚
|
NY | 0.4 |
|
HRC Wealth Management LLC
✚
|
ID | 0.4 |
|
Fruth Investment Management
✚
|
TX | 0.4 |
|
Zanetti Financial LLC
✚
|
NM | 0.4 |
|
Garner Asset Management Corporation
✚
|
0.4 | |
|
Client 1st Advisory Group LLC
✚
|
FL | 0.4 |
|
Acumen Financial Advisors LLC
✚
|
MN | 0.4 |
|
Lakeshore Financial Planning Inc
✚
|
MI | 0.4 |
|
IFC Personal Money Managers Inc
✚
|
NY | 0.4 |
|
Borer Denton & Associates Inc
✚
|
PA | 0.4 |