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CHARLES FISH INVESTMENTS, INC.
CRD 110445 · SEC 801-52674
30 CORPORATE PARK, SUITE 410, IRVINE, CA, 92606, United States
Phone
949-296-3970
Fax
949-296-3983
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$331.3M
Discretionary AUM
$331.3M
Team
5 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $320.7M |
States served
CA, SC
All web addresses on file
Official SEC filing: View on IAPD