Fischer Financial Services Inc
Firm details
- Headquarters
- Harrisburg, Pennsylvania
- CRD number
- 104616
- Registered since
- March 10, 1988
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI76.14%
- Individuals16.24%
- Corporations / Businesses3.64%
- Charitable Organizations2.41%
- Pension & Profit Sharing Plans1.57%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Fischer Financial Services Inc is an independent registered investment adviser that has been SEC-registered since 1988. Owned by an individual, the firm manages portfolios for both individual and family clients as well as institutional and business accounts. Its advisory work centers on portfolio management for individuals and small businesses and for businesses or institutions, and it charges fees as a percentage of assets under management. The firm does not identify as an ESG-focused investor and is not structured as a multi-state or newly formed adviser. It also reports that it is not acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 32Active vs passive
$227M in ETFs
98%
$221M
2%
$5.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $33.6M | 434,501 | 14.80% |
Location
Harrisburg, PA
Dauphin
Location
Harrisburg, PA
Headquartered in Harrisburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Dauphin
- Address
- 4431 N Front St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Sevenbridge Financial Group, LLC
RIAHarrisburg, PA
Grandview Asset Management LLC
RIAHarrisburg, PA
Enhancing Capital LLC
RIAHarrisburg, PA
Taylor Securities Services, Inc.
RIAHarrisburg, PA
Econ Wealth Management
RIAHarrisburg, PA
DVB Private Wealth
RIAHarrisburg, PA