Fischer Investment Strategies, LLC

Fischer Investment Strategies, LLC (CRD# 156883) is a financial advisory firm headquartered in Westlake Village, CA. They manage $170,831,948 in 862 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
920 Hampshire Road, Suite A-2, Westlake Village, CA 91361
https://fisfp.com/
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    862
    ACCOUNTS
  • Average Account Value
    $198,181
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, LA, MT, OR, TX

Financial Advisors at Fischer Investment Strategies, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Theodore Fischer, financial advisor Westlake Village CA
Theodore J. Fischer
CRD#: 2557085
920 Hampshire Road, Suite A-2, Westlake Village, CA 91361

Theodore Fischer (CRD# 2557085) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has over 29 years of experience in the finance industry.

2
Dean Julian, financial advisor Westlake Village CA
Dean Julian
CRD#: 6898120
920 Hampshire Road, Suite A-2, Westlake Village, CA 91361

Dean Julian (CRD# 6898120) is an Investment Advisor Representative working at Fischer Investment Strategies, LLC in Westlake Village, CA and has over 6 years of experience in the finance industry.

3
Jessica Ash, financial advisor Westlake Village CA
Jessica M. Ash
CRD#: 7707898
920 Hampshire Road, Suite A-2, Westlake Village, CA 91361

Jessica Ash (CRD# 7707898) 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.

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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