FISCHER INVESTMENT STRATEGIES, LLC
Firm details
- Headquarters
- WESTLAKE VILLAGE, California
- CRD number
- 156883
- Registered since
- July 22, 2019
- Website
- fisfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI59.28%
- Individuals39.98%
- Corporations / Businesses0.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fischer Investment Strategies, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2019 and owned by an individual. The firm positions itself as a capital allocator for individual and family clients, providing financial planning and portfolio management across individual, small-business and institutional contexts. Its advisory services, as reflected in filings, include financial planning, discretionary portfolio management, selection of other advisers and pension consulting services. Fee arrangements reported include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities85%
- Non-Exchange Traded Equities11%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1THEODORE FISCHER
Owner & CEOCRD 2557085
Contacts
2 of 2Jessica Ash
Registered Investment AdvisorCRD 7707898
Dean Julian
Investment AdvisorCRD 6898120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$185M in ETFs
43%
$79M
57%
$106M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $20.7M | 427,492 | 11.22% |
Location
WESTLAKE VILLAGE, CA
VENTURA
Location
WESTLAKE VILLAGE, CA
Headquartered in WESTLAKE VILLAGE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 920 Hampshire Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
WINTERS FINANCIAL GROUP, INC.
RIAWESTLAKE VILLAGE, CA
CALABASAS ADVISORY GROUP, LLC
RIAWESTLAKE VILLAGE, CA
VILLAGE WEALTH ADVISORS
RIAWESTLAKE VILLAGE, CA
ZEPHYR WEALTH MANAGEMENT
RIAWESTLAKE VILLAGE, CA
HIPPOCRATIC FINANCIAL ADVISORS
RIAWESTLAKE VILLAGE, CA
SHERWOOD FINANCIAL PARTNERS, LLC
RIAWESTLAKE VILLAGE, CA