Fischer Investment Strategies, LLC
Fischer Investment Strategies, LLC is an SEC-registered mass-market adviser in Westlake Village, CA with $251.9M assets under management (AUM, regulatory AUM), +47% over one year. See who owns Fischer Investment Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156883, SEC 801-116986, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $251.9M (2026-02-11)
- Firm type
- Mass-Market Adviser
- Location
- Westlake Village, CA
- Employees
- 5
- Clients
- 418
- CRD
- 156883
- Ownership
- Underhill, Austin, Conner; FISCHER, THEODORE, JAMES
How much AUM does Fischer Investment Strategies, LLC have?
Fischer Investment Strategies, LLC reported $251.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Fischer Investment Strategies, LLC?
Disclosed owners and executives of Fischer Investment Strategies, LLC include Underhill, Austin, Conner, FISCHER, THEODORE, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.