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| Fisher Financial Advisors LLC
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| |
|---|---|
| CRD # | 289411 |
| SEC # | 801-111086 |
| CIK # | |
| AUM | $180.0 MM (2024-03-20) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 603-643-4448 |
| Address | 32 South Main Street Hanover, NH 03755 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 100.0 |
| (b) Individuals (high net worth individuals) | 20 | 14.0 |
| (c) Banking or thrift institutions | 10 | 10.0 |
| (d) Investment companies | 200 | 52.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 1.5 |
| (h) Charitable organizations | 5 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 775 | 180.0 |
| By Discretionary | ||
| Discretionary | 775 | 180.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 775 | 180.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.0 | |
| Total | 775 | 180.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Powell Financial Inc
✚
|
NC | 0.2 |
|
Wisdom Index Advisors LLC
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|
TX | 0.2 |
|
Bush Investment Group LLC
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|
GA | 0.2 |
|
Keystone Financial Group Inc
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|
GA | 0.2 |
|
Sterling Investment Advisors LLC
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|
MO | 0.2 |
|
Wealth Management Corporation of America Inc
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|
FL | 0.2 |
|
Richardson Financial Services Inc
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|
MA | 0.2 |
|
Wealthtrust Asset Management LLC
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|
FL | 0.2 |
|
Union Capital Company
✚
|
AZ | 0.2 |
|
Ward & Associates
✚
|
CA | 0.2 |