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FISHER INVESTMENTS
PLANO, TX
800-851-8845
SEC #801-29362Total AUM
$386.7B
Employees
4,369Clients
199,922Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6500 INTERNATIONAL PKWY
STE 2050
PLANO
TX 75093-8222
United States
STE 2050
PLANO
TX 75093-8222
United States
Operating Hours
7 A.M. TO 5 P.M.
Monday - Friday
Monday - Friday
Phone
800-851-8845
Other Offices
11
Financials
Total AUM
$386.7B
Accounts
422,516Discretionary
$386.7B
Accounts
422,516Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
73,217AUM
$48.3B
HNW Individual Clients
125,844AUM
$283B
Investment Company Clients
3AUM
$249.5M
Pooled Vehicle Clients
46AUM
$7.4B
Pension/Profit Sharing Plan Clients
73AUM
$6.5B
Charitable Organization Clients
25AUM
$4.1B
Government Entity Clients
20AUM
$23.7B
Investment Advisor Clients
11AUM
$5.2B
Insurance Company Clients
4AUM
$891.4M
Sovereign Wealth Fund Clients
3AUM
$5.8B
Corporation or Business Clients
672AUM
$1.3B
Other Clients
4AUM
$79.3M
Description of Other Clients
PROPRIETARY ACCOUNTS
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO ASSESSMENT
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.