Overview
Assets Under Management: $731 million
Headquarters: SOUTHFIELD, MI
High-Net-Worth Clients: 19
Average Client Assets: $18.6 million
Frequently Asked Questions
THE FISHER GROUP, LLC 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 #154065), THE FISHER GROUP, LLC is subject to fiduciary duty under federal law.
THE FISHER GROUP, LLC is headquartered in SOUTHFIELD, MI.
THE FISHER GROUP, LLC serves 19 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, THE FISHER GROUP, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
THE FISHER GROUP, LLC manages $731 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, THE FISHER GROUP, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.24%
Average Client Assets: $18.6 million
Total Client Accounts: 27
Discretionary Accounts: 3
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 154065
Filing ID: 1171974
Last Filing Date: 2018-03-27 12:13:00