KACHKOVSKY & FISHER, INC.

RIASEC RegisteredEst. 2018

Total AUM

$305M

Discretionary

$266M

87% of AUM

Avg account

$690K

Accounts

442

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 117811
Registered since: November 9, 2018
Website: www.kfria.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI69.49%
Individuals19.75%
Pension & Profit Sharing Plans10.22%
Charitable Organizations0.54%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Kachkovsky & Fisher, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2018. The firm is individually owned and serves both individual/family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Kachkovsky & Fisher charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.