Fischer Investment Group, Inc.

RIASEC RegisteredEst. 1987
Total AUM
$438M
Discretionary
$186M
43% of AUM
Avg account
$2.1M
Accounts
210
Employees
4
Advisory reps
2

Firm details

Headquarters
Pittsford, New York
CRD number
110966
Registered since
August 7, 1987
Fee structure
Percentage of AUM, Subscription Fees, Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Fischer Investment Group, Inc. is an independent, SEC-registered investment adviser operating as a corporation and owned by an individual. The firm has been registered since 1987 and focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family clients. Fee arrangements include a percentage-of-AUM component alongside subscription fees and other fee types. Fischer does not identify as a capital allocator, is not a multi-state adviser, and does not list pension consulting or related-adviser activity. The firm does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 34%, Exchange Traded Equities 22%, US Government Bonds 22%, Other 14%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 3%34%
  • Non-Exchange Traded Equities34%
  • Exchange Traded Equities22%
  • US Government Bonds22%
  • Other14%
  • Investment Grade Corp Bonds5%

Owners & executives

1 of 1
  • Jared Clement

    Jared Clement

    Chief Investment OfficerCRD 6660921

Contacts

1 of 1
  • Robert Fischer

    PresidentCRD 4392213

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Pittsford, NY

Monroe

Location

Pittsford, NY

Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.

Metro area
Rochester-Batavia-Seneca Falls, NY
Region
Northeast
County
Monroe
Address
11 Schoen Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth