FISCHER FINANCIAL SERVICES INC

RIASEC RegisteredEst. 1988

Total AUM

$636M

Discretionary

$636M

100% of AUM

Avg account

$525K

Accounts

1,212

Employees

5

Advisory reps

4

Firm details

Headquarters: HARRISBURG, Pennsylvania
CRD number: 104616
Registered since: March 10, 1988
Website: www.fischerfinancialservices.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI76.14%
Individuals16.24%
Corporations / Businesses3.64%
Charitable Organizations2.41%
Pension & Profit Sharing Plans1.57%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fischer Financial Services Inc. is a privately owned advisory firm that has been SEC-registered since 1988. It manages portfolios for both individuals and families as well as institutional and business clients, operating on a percentage-of-AUM fee model and providing discretionary portfolio management for small businesses and institutions. The firm reports an equity preference in its advisory activity and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities59%
Public Funds/Mutual Funds39%
Cash & Cash Equivalents7%

Owners & executives

2 of 2

FREDERICK FISCHER
President, Chief Investment OfficerCRD 1719088
WILLIAM ANGINO
Executive Vice President, Chief Compliance OfficerCRD 4542712

Contacts

2 of 2

Casey McMillan
Client Services AdministratorCRD 8211732
THOMAS BALDWIN
Vice President of Client ServicesCRD 5687092

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 29

Active vs passive

$186M in ETFs

Passive

97%

$181M

Active

3%

$5.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH)	Vanguard	Passive	Short Term Bond	$32.9M	415,166	17.68%

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Primary office

HARRISBURG, PA

DAUPHIN

Location

HARRISBURG, PA

Headquartered in HARRISBURG, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.

Metro area: Harrisburg-York-Lebanon, PA
Region: Northeast
County: DAUPHIN
Address: 4431 N Front St
Time zone: ET (UTC-5)
Office locations

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