Charles Fish Investments, Inc.

Charles Fish Investments, Inc. (CRD# 110445) is a financial advisory firm headquartered in Irvine, CA. They manage $347,866,644 in 53 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    348
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $6,563,522
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 - 3 of 3 top financial advisors.
1
Charles W. Fish
CRD#: 1010653
30 Corporate Park, Suite 410, Irvine, CA 92606

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.

2
Betsy C. Shelton
CRD#: 700558
30 Corporate Park, Suite 410, Irvine, CA 92606

Betsy Shelton (CRD# 700558) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has over 37 years of experience in the finance industry.

3
Anh H. Tran
CRD#: 6437280
30 Corporate Park, Suite 410, Irvine, CA 92606

Anh Tran (CRD# 6437280) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has over 5 years of experience in the finance industry.

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