Fischer Financial Services Inc
Firm details
- Headquarters
- Harrisburg, Pennsylvania
- CRD number
- 104616
- Registered since
- March 10, 1988
- 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
FINTRXOverview
Fischer Financial Services Inc is an independent, adviser-run corporation that has been SEC-registered since 1988. The firm charges fees as a percentage of assets under management and serves both individual/family clients and institutions. Its advisory work focuses on discretionary portfolio management for individuals, small businesses, and institutional entities. Fischer Financial Services is not designated as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 2Casey McMillan
Client Services AdministratorCRD 8211732
Thomas Baldwin
Vice President of Client ServicesCRD 5687092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$227M in ETFs
98%
$222M
2%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $33.7M | 426,555 | 14.83% |
Location
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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