FISHER INVESTMENTS
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 107342
- Registered since
- March 26, 1987
- Website
- www.fisherinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI73.19%
- Individuals12.5%
- State / Municipal Government6.14%
- Pooled Investment Vehicles1.92%
- Pension & Profit Sharing Plans1.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fisher Investments is an independent registered investment adviser organized as an LLC and operating since the late 1980s. It serves individuals, families and institutional clients and offers financial planning plus portfolio management across retail, pooled vehicles and institutional mandates. Its fees combine asset-based charges with some performance-based arrangements. The firm identifies as an active ESG investor and participates as an adviser and sponsor/manager of pooled investment vehicles. The firm has been recognized in industry rankings, including a place on the Financial Times Top 300 RIA list (2020) and Citywire’s 50 Growers Across America lists in 2023 and 2025.
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 Equities94%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents1%
Owners & executives
3 of 9Sarah Myrick
Account CoordinatorCRD 7656844
Blake Winslow
CoordinatorCRD 8028962
Faith Marsh
Account CoordinatorCRD 7817672
Contacts
3 of 2824HARRISON BOSCH
Investment CounselorCRD 7125639
JOSEPH SABATINO
Account ExecutiveCRD 8196196
ARMAND CHAVEZ
Investment CounselorCRD 7147364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 296Active vs passive
$35.4B in ETFs
95%
$33.6B
0%
$1.8B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF (IEF) | BlackRock | Passive | Long Government | $14B | 147,045,481 | 39.64% |
Location
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 6500 International Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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