|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Fischer Investment Strategies LLC
✚
|
|
|---|---|
| CRD # | 156883 |
| SEC # | 801-116986 |
| CIK # | 0001977444 |
| AUM | $200.4 M (2025-03-31) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 805-418-7686 |
| Address | 920 Hampshire Road Westlake Village, CA 91361-6039 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 1.4 | ||
| Bitwise Bitcoin ETF | 1.1 | ||
| Apple Inc | 0.7 | ||
| iShares Bitcoin Trust | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 265 | 73.5 |
| (b) Individuals (high net worth individuals) | 78 | 125.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 974 | 200.4 |
| By Discretionary | ||
| Discretionary | 974 | 200.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 974 | 200.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.4 | |
| Total | 974 | 200.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001977444] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mark Gillam Enterprises
✚
|
CA | 0.2 |
|
New Millennium Group LLC
✚
|
UT | 0.2 |
|
Chris Bulman Inc
✚
|
CA | 0.2 |
|
OATH Planning LLC
✚
|
OK | 0.2 |
|
Blum Financial LP
✚
|
TX | 0.2 |
|
Ridgeline Wealth Planning LLC
✚
|
OH | 0.2 |
|
The Wealth Coach LLC
✚
|
TX | 0.2 |
|
Acute Investment Advisory LLC
✚
|
AZ | 0.2 |
|
Millares Asset Management LLC
✚
|
FL | 0.2 |
|
Donato Wealth Management PLLC
✚
|
TX | 0.2 |