CRD: 110445
Charles Fish Investments, Inc.
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- Custodian
- Charles Schwab & Company · Nationwide · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-13-1996
- Office Locations
- 2
Office Locations
About Charles Fish Investments, Inc.
Charles Fish Investments (CFI) is an SEC-registered RIA (founded 1984) and Brentview subsidiary specializing in actively managed, custom municipal-bond portfolios built for tax-efficient, after-tax outcomes for families of wealth. The team pairs muni trading, credit research and underwriting experience with coordination alongside clients’ accountants and estate attorneys. An original 1935 Golden Gate Bridge bond hangs in the firm’s offices.
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Owner & Executives
SHARMISTHA CHAKRABORTY
Chief Compliance Officer, Chief Operations Officer, Senior Portfolio Manager, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
CHARLES WILLARD FISH
Chief Executive Officer, Chief Investment Officer, Investment Advisor, President
- CRD
- #1010653
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Tuan A Ly
Senior Financial Advisor
- CRD
- #6360019
BETSY CAMPBELL SHELTON
Director
- CRD
- #700558
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $331,331,810 | $7,202,865 |
| Non-Discretionary | $0 | -- |
| Total | $331,331,810 | $7,202,865 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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