Fischer Investment Group, Inc.
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 110966
- Registered since
- August 7, 1987
- Website
- fischerig.com
- Fee structure
- Percentage of AUM, Subscription Fees, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fischer Investment Group, Inc. is an independent, SEC-registered investment adviser operating as a corporation and owned by an individual. The firm has been registered since 1987 and focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family clients. Fee arrangements include a percentage-of-AUM component alongside subscription fees and other fee types. Fischer does not identify as a capital allocator, is not a multi-state adviser, and does not list pension consulting or related-adviser activity. The firm does not present itself as an active ESG investor.
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
- Non-Exchange Traded Equities34%
- Exchange Traded Equities22%
- US Government Bonds22%
- Other14%
- Investment Grade Corp Bonds5%
Owners & executives
1 of 1
Jared Clement
Chief Investment OfficerCRD 6660921
Contacts
1 of 1Robert Fischer
PresidentCRD 4392213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 11 Schoen Pl
- Time zone
- ET (UTC-5)
- Office locations
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