Charles Fish Investments, Inc.

Charles Fish Investments, Inc. (CRD# 110445) is a financial advisory firm headquartered in Irvine, CA. They manage $597,425,159 in 60 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    597
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $9,957,086
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 - 4 of 4 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 16 years of experience in the finance industry.

2
Betsy C. Shelton
CRD#: 700558
2010 Main Street, Suite 320, Irvine, CA 92614
93
Wealthminder
score

Betsy Shelton (CRD# 700558) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has over 35 years of experience in the finance industry.

3
Anh H. Tran
CRD#: 6437280
2010 Main Street, Suite 320, Irvine, CA 92614
90
Wealthminder
score

Anh Tran (CRD# 6437280) is an Investment Advisor Representative working at Charles Fish Investments, Inc. in Irvine, CA and has over 3 years of experience in the finance industry.

4
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.

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