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).

Current Firm Details

2010 Main Street, Suite 320, Irvine, CA 92614

http://www.charlesfishinvestments.com

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

Registered Investment Advisor

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

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 15 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 25 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

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 over 2 years 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 34 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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