Fischer Investment Strategies, LLC

Fischer Investment Strategies, LLC (CRD# 156883) is a financial advisory firm headquartered in Westlake Village, CA. They manage $61,163,035 in 422 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $144,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
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 Fischer Investment Strategies, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Tyler J. Benson
CRD#: 6407671
870 Hampshire Road, Suite U, Westlake Village, CA 91361
88
Wealthminder
score

Tyler Benson (CRD# 6407671) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has over 2 years of experience in the finance industry.

2
Leonard Wollin
CRD#: 6387338
870 Hampshire Road, Suite U, Westlake Village, CA 91361
87
Wealthminder
score

Leonard Wollin (CRD# 6387338) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has 1 year of experience in the finance industry.

3
Theodore J. Fischer
CRD#: 2557085
870 Hampshire Road, Suite U, Westlake Village, CA 91361
68
Wealthminder
score

Theodore Fischer (CRD# 2557085) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has over 21 years of experience in the finance industry.

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