|
⚲
|
| Keyboard |
| Fischer Investment Group Inc
✚
|
|
|---|---|
| CRD # | 110966 |
| SEC # | 801-30304 |
| CIK # | |
| AUM | 421.5 M (2026-01-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 585-586-2460 |
| Address | 11 Schoen Place 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) | 199 | 421.5 |
| (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 | 199 | 421.5 |
| By Discretionary | ||
| Discretionary | 153 | 157.3 |
| Non-Discretionary | 46 | 264.2 |
| Total | 199 | 421.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 421.5 | |
| Total | 199 | 421.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Bridge LLC
✚
|
IA | 425.8 M |
|
Stonehearth Capital Management LLC
✚
|
MA | 425.4 M |
|
Gamma Asset Management LLC
✚
|
PR | 424.8 M |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 423.0 M |
|
McCarthy Asset Management Inc
✚
|
CA | 422.4 M |
|
Forza Wealth Management LLC
✚
|
FL | 422.4 M |
|
Odyssey Group LLC
✚
|
PA | 420.9 M |
|
Front Row Advisors LLC
✚
|
CA | 420.4 M |
|
Seabird Financial Corporation
✚
|
CA | 419.1 M |
|
Fruth Investment Management
✚
|
TX | 417.8 M |