Charles Fish Investments, Inc.

Charles Fish Investments, Inc. (CRD# 110445) is a financial advisory firm headquartered in Irvine, CA. They manage $356,070,804 in 61 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
30 Corporate Park, Suite 410, Irvine, CA 92606
https://www.linkedin.com/company/charles-fish-investments-inc.
By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $5,837,226
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
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 Fish, financial advisor Irvine CA
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 Shelton, financial advisor Irvine CA
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 41 years of experience in the finance industry.

3
Anh Tran, financial advisor Irvine CA
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 9 years 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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