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Building 2CHARLES FISH INVESTMENTS, INC.

Map pinIRVINE, CA
Phone949-296-3970
NotebookSEC #801-52674
Total AUM
$331.3M
Employees
5
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 CORPORATE PARK
SUITE 410
IRVINE
CA 92606
United States
Operating Hours
7:00AM - 3:00PM
Monday - Friday
Phone
949-296-3970

ReceiptFinancials

Total AUM
$331.3M
Accounts
46
Discretionary
$331.3M
Accounts
46
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
42
AUM
$320.7M
HNW Individual Clients
1
AUM
$5.7M
Corporation or Business Clients
1
AUM
$4.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CASC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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