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FISHER ASSET MANAGEMENT, LLC
FISHER ASSET MANAGEMENT, LLC
FISHER INVESTMENTS
PLANO, Texas
·
6 registered advisors
·
CRD# 107342
SEC# 801-29362
14
800-851-8845
01
Firm Overview
AUM
$276.9B
Regulatory assets under management
Employees
3525
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at FISHER ASSET MANAGEMENT, LLC
6 registered advisors
Andrew Severin Teufel
WOODSIDE, California
CRD# 2707217
Damian David Ornani
PLANO, Texas
CRD# 4122498
Jeffery Lee Silk
PLANO, Texas
CRD# 1728992
Sherrilyn Fisher
PLANO, Texas
CRD# 2564957
Steven Robert Triplett
CAMAS, Washington
CRD# 4044811
Thomas Chapman Fishel
PLANO, Texas
CRD# 1157055
05
Office Locations
PLANO, Texas
4 advisors
CAMAS, Washington
1 advisor
WOODSIDE, California
1 advisor
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Data sourced from SEC Form ADV filings. FISHER ASSET MANAGEMENT, LLC (CRD# 107342) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.