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KACHKOVSKY & FISHER, INC.
CRD 117811 · SEC 801-114268
3202 GOVERNOR DRIVE, SUITE 204, SAN DIEGO, CA, 92122, United States
Phone
858.450.9711
Fax
866.604.9711
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.1M
Discretionary AUM
$266.2M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 314 | $60.3M |
| High net worth individuals | 125 | $212.0M |
| Pension/profit sharing plans | 15 | $31.2M |
| Charitable organizations | 3 | $1.7M |
States served
AZ, CA, CO, IL, MA, MI, OR, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD