Overview
Assets Under Management: $244 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Frequently Asked Questions
KACHKOVSKY & FISHER, 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 #117811), KACHKOVSKY & FISHER, INC. is subject to fiduciary duty under federal law.
KACHKOVSKY & FISHER, INC. is headquartered in SAN DIEGO, CA.
KACHKOVSKY & FISHER, INC. serves 120 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, KACHKOVSKY & FISHER, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KACHKOVSKY & FISHER, INC. manages $244 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, KACHKOVSKY & FISHER, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.78
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 413
Discretionary Accounts: 396
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 117811
Last Filing Date: 2025-02-26 00:00:00
Website: https://kfria.com