CRD: 154479
Fisher Financial Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-26-2010
- Office Locations
- 1
Office Locations
About Fisher Financial Group, LLC
Fisher Financial Group, LLC is an independent fiduciary RIA in Northbrook, IL led by Dan Fisher. The firm focuses on individuals and families age 55+ (including many federal/government retirees) with tax-smart retirement planning and ongoing investment management aimed at sustaining retirement income. Services also cover investment oversight plus risk and estate planning coordination and insurance guidance. Active in retirement education through workshops and a planning guide.
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Investment Themes
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Owner & Executives
DANIEL FISHER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1580889
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,041,389 | -- |
| Non-Discretionary | $4,025,061 | -- |
| Total | $41,066,450 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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