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Austin Conner Underhill

FISCHER INVESTMENT STRATEGIES, LLC·WESTLAKE VILLAGE, California
Unclaimed Profile
920 HAMPSHIRE ROAD, WESTLAKE VILLAGE, CA 91361-6039CRD# 7527449Firm CRD# 156883
01

About

Austin Conner Underhill is a registered financial advisor based in WESTLAKE VILLAGE, California, affiliated with FISCHER INVESTMENT STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FISCHER INVESTMENT STRATEGIES, LLC
FISCHER INVESTMENT STRATEGIES, LLC
AUM
$171M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7527449
Firm CRD# 156883
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Austin Conner Underhill offer?
Austin Conner Underhill specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Austin Conner Underhill's credentials?
Austin Conner Underhill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Austin Conner Underhill located?
Austin Conner Underhill is based in WESTLAKE VILLAGE, California, working with FISCHER INVESTMENT STRATEGIES, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.
How does Austin Conner Underhill charge for services?
Austin Conner Underhill's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FISCHER INVESTMENT STRATEGIES, LLC?
FISCHER INVESTMENT STRATEGIES, LLC has approximately 5 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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