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Home > Retirement Planners > texas > plano > FISHER INVESTMENTS
FISHER INVESTMENTS
6500 International Pkwy
Ste 2050
Plano, Texas 75093-8222
Tel: 800-851-8845
About FISHER INVESTMENTS
FISHER INVESTMENTS, formally registered with the SEC as FISHER INVESTMENTS. The firm was established in 03/26/1987. They have over 15 offices throughout the country.
FISHER INVESTMENTS is a Plano, Texas based Financial Planning firm with nearly $192,398,103,714 assets under management, offering retirement planning & investment advisory services to 269289 clients. The firm is staffed with 3349 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 107342 |
| SEC# | 801-29362 |
| Assets Managed by Firm | $192,398,103,714 |
| No. of Clients | 269289 |
| No. of Advisors | 3349 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 269289 | $192,398,103,714 |
| Individuals (other than high net worth individuals) | 69733 | $41,432,527,024 |
| High net worth individuals | 61850 | $114,252,493,418 |
| Pension and profit sharing plans | 1319 | $6,177,720,711 |
| Charitable organizations | 37 | $3,926,266,661 |
| Other investment advisers | 6 | $2,191,333,081 |
| Corporations or other businesses | 454 | $758,550,304 |
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