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FISHER INVESTMENTS

FISHER ASSET MANAGEMENT, LLC

CRD 107342 · SEC 801-29362

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6500 INTERNATIONAL PKWY, STE 2050, PLANO, TX, 75093-8222, United States

Phone

800-851-8845

Fax

866-597-9707

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$386.67B

Discretionary AUM

$386.67B

Team

4369 total employees; 1948 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)PORTFOLIO ASSESSMENT

Client types

TypeClientsAUM
Individuals73217$48.32B
High net worth individuals125844$283.02B
Investment companies3$249.5M
Pooled investment vehicles46$7.41B
Pension/profit sharing plans73$6.50B
Charitable organizations25$4.11B
State/municipal entities20$23.74B
Other investment advisers11$5.24B
Insurance companies4$891.4M
Sovereign wealth funds3$5.79B
Corporations/business entities672$1.31B

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD