F
CRD: 104616
Fischer Financial Services INC
$636.1M Total AUM
$636.1M Disc. AUM
8.1% 3Y CAGR
5 Employees
615 ADV. Clients
38 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- ValueLegacy radial
- Established Date
- 03-10-1988
- Office Locations
- 1
Office Locations
4431 North Front Street Harrisburg PA
About Fischer Financial Services INC
Fischer Financial Services INC is a Harrisburg-based RIA. The firm has been operating for 38 years. Managing $636.1M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
56 AVG AGE
$212.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
19.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
38yrs Firm Age
Insights
Full visibility includes strategy notes for prime oak prime.
Unlock to compare peer behavior around catalyst unison.
Request access to benchmark trends tied to pioneer catalyst.
Unlock to see real insight on radial atlas capital.
Unlock to see real insight on north summit vertex.
Request access to benchmark trends tied to value.
Request access to benchmark trends tied to north.
Open the full profile to inspect shifts in fusion vital.
Asset Classes
Oak
Client Personas
Harbor
Custodian
Delta vector Summit
Investment Themes
Ember catalyst Frontier
Investment Vehicles
Alpha wave
Services
Radial focus Ridge quantum Momentum Radial
Technology
Meridian horizon Meridian
Owner & Executives
FREDERICK DALE FISCHER
Financial Advisor, President
- CRD
- #1719088
- Ownership
- 75% or more
(854) 675-1157
matrix.vector@meridiancapital.com
in linkedin.com/in/frontier-fusion
W
WILLIAM BRYANT ANGINO
Chief Compliance Officer, EXECUTIVE VICE PRESIDENT, Investment Advisor
- CRD
- #4542712
- Ownership
- Less than 5%
(797) 836-1322
vertex.focus@oakcapital.com
in linkedin.com/in/horizon-insight
V
Vertex vital
Horizon glacier
- CRD
- #19135
- Ownership
- 39.5%
(482) 730-7417
value.wave@vectorcapital.com
in linkedin.com/in/frontier-radial
Showing 2 of 3 owners & executives
Unlock allContacts
C
Casey Kenneth McMillan
--
- CRD
- #8211732
(720) 456-2876
harbor.fusion@glaciercapital.com
in linkedin.com/in/beacon-quantum
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $636,092,927 | $524,829 |
| Non-Discretionary | $0 | -- |
| Total | $636,092,927 | $524,829 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $636,092,927
Equity - Exchange:
30.8% Public Funds:
31.0% Cash:
38.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,944,158,635 | 30.8% |
| Public Funds | $1,956,783,042 | 31.0% |
| Cash | $2,411,261,684 | 38.2% |
| Total | $6,312,203,361 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY WAVE | ATLAS HARBOR | I2DRH5KAF | BFD | 11.81% | $57,997,715 |
| SIGNAL ZENITH EMBER | FRONTIER ELEMENT | OVXI0H226 | JDZYZ | 4.96% | $31,797,524 |
| MOMENTUM FUSION | GLACIER PEAK | RCTY9PHPL | QQUR | 4.00% | $13,049,816 |
| SIGNAL QUANTUM | NORTH MERIDIAN | RDOEI6O1I | DMO | 6.37% | $108,008,105 |
| QUANTUM RADIAL | VECTOR VERTEX | Q5TZ8BDKC | PDN | 7.56% | $34,520,836 |
| VECTOR FOUNDATION CREST | WAVE VITAL | J88I71JNZ | CNAK | 9.68% | $114,234,595 |
| CATALYST MERIDIAN CAPITAL | CATALYST PRIME | H5H23GFOB | STR | 10.61% | $8,693,673 |
| VERTEX PRIME | UNISON QUANTUM | MKOFVVZ5Q | WRL | 2.07% | $29,523,215 |