Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > irvine > CHARLES FISH INVESTMENTS, INC.
CHARLES FISH INVESTMENTS, INC.
30 Corporate Park
Suite 410
Irvine, California 92606
Tel: 949-296-3970
About CHARLES FISH INVESTMENTS, INC.
CHARLES FISH INVESTMENTS, INC, formally registered with the SEC as CHARLES FISH INVESTMENTS, INC. The firm was established in 08/13/1996. They have over 1 offices throughout the country.
CHARLES FISH INVESTMENTS, INC. is a Irvine, California based Financial Planning firm with nearly $342,071,199 assets under management, offering retirement planning & investment advisory services to 51 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110445 |
| SEC# | 801-52674 |
| Assets Managed by Firm | $342,071,199 |
| No. of Clients | 51 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 51 | $342,071,199 |
| Individuals (other than high net worth individuals) | 42 | $306,077,936 |
| High net worth individuals | Fewer than 5 clients | $4,630,815 |
| Corporations or other businesses | Fewer than 5 clients | $31,362,448 |
More Retirement Planning firms in Irvine, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Irvine, California