← Back to searchVisit website
FISHER FINANCIAL GROUP, LLC
CRD 154479
707 SKOKIE BLVD.,, SUITE 600, NORTHBROOK, IL, 60062, United States
Phone
847-205-9300
Fax
800-590-8586
Registration
— (—)
Source
State registered
Total AUM
$41.1M
Discretionary AUM
$37.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; THIRD PARTY FEES
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersASSET ALLOCATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $26.0M |
| High net worth individuals | 8 | $15.1M |
All web addresses on file
Official SEC filing: View on IAPD