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FISCHER INVESTMENT STRATEGIES, LLC
CRD 156883 · SEC 801-116986
920 HAMPSHIRE ROAD, SUITE A-2, WESTLAKE VILLAGE, CA, 91361-6039, United States
Phone
805-418-7686
Fax
866-279-7711
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.9M
Discretionary AUM
$251.9M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 331 | $100.7M |
| High net worth individuals | 87 | $149.3M |
States served
AZ, CA, CO, ID, MT, NY, WA, TX, FL
All web addresses on file
- http://www.fischerinvestmentstrategies.com
- https://fiswm.com/
- https://www.facebook.com/FischerInvestmentStrategies
- https://fisfp.com/
- https://www.linkedin.com/company/fischer-investment-strategies
- https://twitter.com/FischerInvest
- https://www.instagram.com/fischerinvestmentstrategies/
- https://www.fisrs.com
- https://www.youtube.com/channel/UC5dKynul_Bbtrmq3oVUlkPg
Official SEC filing: View on IAPD