F
CRD: 312080
Fish Advisory, LLC
Santa FE, NM
5052312699
$3.9M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-29-2021
- Office Locations
- 1
Office Locations
-- Santa FE NM
About Fish Advisory, LLC
Fish Advisory, LLC is a Santa FE-based RIA. The firm has been operating for 5 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$3.9M AVG AUM / ADVISOR
$771.9K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Radial foundation Timber bridge Eagle alpha
Client Personas
Horizon ember Pathway beacon
Investment Vehicles
Crest
Services
Catalyst momentum Fusion Unison Delta pioneer
Owner & Executives
T
THEODORE S FISH
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7320318
- Ownership
- 75% or more
(622) 459-4316
fusion.catalyst@frontiercapital.com
in linkedin.com/in/prime-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,650,483 | -- |
| Non-Discretionary | $1,209,034 | -- |
| Total | $3,859,517 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,859,517
Equity - Exchange:
55.3% Cash:
21.5% Corporate - Investment Grade:
23.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,451,695,943 | 55.3% |
| Cash | $1,730,767,862 | 21.5% |
| Corporate - Investment Grade | $1,867,619,274 | 23.2% |
| Total | $8,050,083,079 | 100.0% |