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Building 2KACHKOVSKY & FISHER, INC.

Map pinSAN DIEGO, CA
Phone858.450.9711
NotebookSEC #801-114268
Total AUM
$305.1M
Employees
6
Clients
457

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3202 GOVERNOR DRIVE
SUITE 204
SAN DIEGO
CA 92122
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
858.450.9711
Other Offices
1

ReceiptFinancials

Total AUM
$305.1M
Accounts
442
Discretionary
$266.2M
Accounts
425
Non-Discretionary
$38.9M
Accounts
17

ContactClients

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Individual Clients
314
AUM
$60.3M
HNW Individual Clients
125
AUM
$212M
Pension/Profit Sharing Plan Clients
15
AUM
$31.2M
Charitable Organization Clients
3
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMAMIORTXWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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