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Theodore James Fischer

FISCHER INVESTMENT STRATEGIES, LLC·WESTLAKE VILLAGE, California
Unclaimed Profile
920 HAMPSHIRE ROAD, WESTLAKE VILLAGE, CA 91361-6039CRD# 2557085Firm CRD# 156883
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About

Theodore James Fischer 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
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Firm Overview

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

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2557085
Firm CRD# 156883
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theodore James Fischer offer?
Theodore James Fischer specializes in Financial Planning, Investment Management. Contact their office in WESTLAKE VILLAGE, California for a consultation.
What are Theodore James Fischer's credentials?
Theodore James Fischer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore James Fischer located?
Theodore James Fischer 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 Theodore James Fischer charge for services?
Theodore James Fischer'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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Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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