Overview
Assets Under Management: $565 million
Headquarters: HARRISBURG, PA
High-Net-Worth Clients: 143
Average Client Assets: $3 million
Frequently Asked Questions
FISCHER FINANCIAL SERVICES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #104616), FISCHER FINANCIAL SERVICES INC is subject to fiduciary duty under federal law.
FISCHER FINANCIAL SERVICES INC is headquartered in HARRISBURG, PA.
FISCHER FINANCIAL SERVICES INC serves 143 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, FISCHER FINANCIAL SERVICES INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FISCHER FINANCIAL SERVICES INC manages $565 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, FISCHER FINANCIAL SERVICES INC serves high-net-worth individuals and institutional clients. View client details ↓
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