Fish Advisory, LLC
RIASEC Registered
Total AUM
$3.9M
Discretionary
$2.7M
69% of AUM
Avg account
$965K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312080
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.63%
- Individuals34%
- Charitable Organizations0.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fish Advisory, LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to both individual and family clients as well as institutional clients, employing a fee structure based on a percentage of assets under management. While the firm is not classified as an active ESG investor, it has a clear investment focus that includes a variety of asset classes.
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 Equities87%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds6%
Owners & executives
1 of 1Theodore Fish
CEOCRD 7320318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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