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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kachkovsky & Fisher Inc
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|---|---|
| CRD # | 117811 |
| SEC # | 801-114268 |
| CIK # | |
| AUM | $244.5 M (2025-02-26) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 858-450-9711 |
| Address | 3202 Governor Drive San Diego, CA 92122 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 274 | 35.5 |
| (b) Individuals (high net worth individuals) | 120 | 180.4 |
| (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 | 15 | 25.9 |
| (h) Charitable organizations | 4 | 2.7 |
| (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 | 413 | 244.5 |
| By Discretionary | ||
| Discretionary | 396 | 211.9 |
| Non-Discretionary | 17 | 32.6 |
| Total | 413 | 244.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.5 | |
| Total | 413 | 244.5 |
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|---|---|---|
|
Shoreline Asset Management LLC
✚
|
IN | 0.2 |
|
Family CFO Inc
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0.2 | |
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Verity Wealth Advisors LLC
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CA | 0.2 |
|
HMM Group LLC
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CA | 0.2 |
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DBS Investment Advisers LLC
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MI | 0.2 |
|
Teramo Advisors LLC
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FL | 0.2 |
|
Green Alpha Advisors LLC
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|
CO | 0.2 |
|
Kaizen Financial Advisors LLC
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WA | 0.2 |
|
Unison Asset Management LLC
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|
FL | 0.2 |
|
McBrearty Capital Management Inc
✚
|
TN | 0.2 |