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Building 2FISCHER INVESTMENT STRATEGIES, LLC

Map pinWESTLAKE VILLAGE, CA
Phone805-418-7686
NotebookSEC #801-116986
Total AUM
$251.9M
Employees
5
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
920 HAMPSHIRE ROAD
SUITE A-2
WESTLAKE VILLAGE
CA 91361-6039
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
805-418-7686

ReceiptFinancials

Total AUM
$251.9M
Accounts
1,125
Discretionary
$251.9M
Accounts
1,125
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
331
AUM
$100.7M
HNW Individual Clients
87
AUM
$149.3M
Charitable Organization Clients
1
AUM
$12.4K
Corporation or Business Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDMTNYTXWA

HandshakeAffiliates

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

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