Charles Fish Investments, Inc.

Charles Fish Investments, Inc. (CRD# 110445) is a financial advisory firm headquartered in Irvine, CA. They manage $594,673,311 in 61 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    595
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $9,748,743
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Charles Fish Investments, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Joseph J. Lee
CRD#: 4495616
2010 Main Street, Suite 320, Irvine, CA 92614
96
Wealthminder
score

Joseph Lee (CRD# 4495616) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has over 14 years of experience in the finance industry.

2
Susan M. Munson
CRD#: 2009836
2010 Main Street, Suite 320, Irvine, CA 92614
96
Wealthminder
score

Susan Munson (CRD# 2009836) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has over 24 years of experience in the finance industry. Susan Munson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Anh H. Tran
CRD#: 6437280
2010 Main Street, Suite 320, Irvine, CA 92614
88
Wealthminder
score

Anh Tran (CRD# 6437280) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has 1 year of experience in the finance industry.

4
Betsy C. Shelton
CRD#: 700558
2010 Main Street, Suite 320, Irvine, CA 92614
73
Wealthminder
score

Betsy Shelton (CRD# 700558) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has over 33 years of experience in the finance industry.

5
Charles W. Fish
CRD#: 1010653
2010 Main Street, Suite 320, Irvine, CA 92614
57
Wealthminder
score

Charles Fish (CRD# 1010653) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.