Fish Charles Investments Inc is a large advisory firm based in Irvine. It manages $642.26 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.
Fish Charles Investments provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fish Charles Investments Inc is $642.26 million. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fish Charles Investments Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Fish Charles Investments Inc performs its advisory services is located at 2010 Main Street, Irvine, CA 92614, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-296-3970 or by fax 949-296-3974. The normal business hours are 7:00am - 3:00pm on Monday - Friday. You can find more information about the New York firm at www.charlesfishinvestments.com.