Fish Advisory, LLC

Fish Advisory, LLC (CRD# 312080) is a financial advisory firm headquartered in Tesuque, NM. They manage $3,264,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 376, Tesuque, NM 87574
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $652,800
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NM

Financial Advisors at Fish Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theodore Fish, financial advisor Santa Fe NM
Theodore S. Fish
CRD#: 7320318
Santa Fe, NM

Theodore Fish (CRD# 7320318) is an Investment Advisor Representative working at Fish Advisory, LLC in Santa Fe, NM and has over 3 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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