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, individually owned registered investment adviser formed as an LLC and active since 2019. The firm focuses on serving individual and family clients and positions itself as a capital allocator that blends ongoing portfolio management with planning and consulting work. Fee arrangements include percent-of-AUM billing along with hourly and fixed-fee options. Advisory capabilities span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of outside managers. The firm does not identify as an active ESG investor and reports operations limited to a single state footprint rather than a multi-state advisory platform.
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 1
Theodore Fischer
Owner & CEOCRD 2557085
Contacts
2 of 2
Jessica 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 49Active vs passive
$224M in ETFs
41%
$92.3M
54%
$132M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $28.3M | 513,880 | 12.61% |
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
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