FISHER\SMB

FISHER RETIREMENT SOLUTIONS LLC

CRD 331205 · SEC 801-130272

Visit website

4100 INTERNATIONAL PARKWAY, SUITE 2000, CARROLLTON, TX, 75007, United States

Phone

888-674-4504

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.85B

Discretionary AUM

$6.85B

Team

159 total employees; 4 advisory reps; 70 broker-dealer reps

Clients

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Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-04

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

Type	Clients	AUM
Pension/profit sharing plans	1839	$6.75B
State/municipal entities	9	$96.1M

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, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

https://www.linkedin.com/company/fishersmb
https://www.youtube.com/@FisherSMB
Https://www.fishersmb.com

Official SEC filing: View on IAPD