Overview
Assets Under Management: $565 million
Headquarters: HARRISBURG, PA
High-Net-Worth Clients: 143
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.99
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,141
Discretionary Accounts: 1,141
Regulatory Filings
CRD Number: 104616
Last Filing Date: 2025-02-27 00:00:00
Website: https://fischerfinancialservices.com