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CHARLES FISH INVESTMENTS, INC.

Tel: 949-296-3970
30 Corporate Park
Suite 410
Irvine, California  92606

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CHARLES FISH INVESTMENTS, INC.

CHARLES FISH INVESTMENTS, INC. is a Irvine, California based financial advisory firm with nearly $342,071,199 in assets under management and provides investment advisory services for 51 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

110445

SEC#:

801-52674

No. of Clients:

51

Assets under Management

$342,071,199

No. of Advisors:

5

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