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| Fischer Investment Strategies LLC
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|---|---|
| CRD # | 156883 |
| SEC # | 801-116986 |
| CIK # | |
| AUM | $154.8 MM (2023-03-16) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 805-418-7686 |
| Address | 920 Hampshire Road Westlake Village, CA 91361-6039 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 39.7 |
| (b) Individuals (high net worth individuals) | 89 | 115.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 834 | 154.8 |
| By Discretionary | ||
| Discretionary | 834 | 154.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 834 | 154.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 154.8 | |
| Total | 834 | 154.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Olympic Wealth Management LLC
✚
|
WA | 0.2 |
|
Wealth Management Corporation of America Inc
✚
|
FL | 0.2 |
|
Blueprint Partners LLC
✚
|
MI | 0.2 |
|
Commons Capital LLC
✚
|
MA | 0.2 |
|
Gold Medal Waters Inc
✚
|
CO | 0.2 |
|
Consilium LLC
✚
|
CO | 0.2 |
|
Altamont Wealth Management Inc
✚
|
CA | 0.2 |
|
Paladini Financial Advisors LLC
✚
|
TX | 0.2 |
|
Stonebridge Investment Counsel LLC
✚
|
TN | 0.2 |
|
TILT Investment Management SPC
✚
|
NY | 0.2 |