LP Profile

Fischer Investment Strategies

Also known as fischer investment strategies

Wealth ManagerWestlake Village, United StatesFounded 2011
$252M
Assets Under Management
Westlake Village
Headquarters
Investment Focus

About Fischer Investment Strategies

Fischer Investment Strategies is a fee-only registered investment adviser in Westlake Village, California, founded in 2011. It provides financial planning and investment advice through a NAPFA-certified advisor who states 40 years of experience. The firm does not charge commissions and also offers access to pre-IPO investment opportunities. It reports about $252 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Fischer Investment Strategies from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$251.9M
Total Clients
1,125
Filing Date
February 11, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Fischer Investment Strategies?

Fischer Investment Strategies is a wealth manager based in Westlake Village, United States, managing approximately $252M in assets.

Where is Fischer Investment Strategies headquartered?

Fischer Investment Strategies is headquartered in Westlake Village, United States.

How much does Fischer Investment Strategies manage?

Fischer Investment Strategies manages approximately $252M in assets under management.

When was Fischer Investment Strategies founded?

Fischer Investment Strategies was founded in 2011.

How can I contact Fischer Investment Strategies?

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