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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-2003
- Office Locations
- 1
Office Locations
About Lisch Investment Management LLC
Lisch Investment Management LLC is a fee-only RIA offering comprehensive wealth management for selected clients, backed by the broader Lisch Family of Businesses. The group can coordinate portfolio management with affiliated tax/accounting, estate and tax law, and insurance solutions—useful for clients with complex planning needs. Reported custody includes Charles Schwab; portfolios are primarily implemented with ETFs and other public funds.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MELISSA DAWN ROSENFELD
Managing Member, Owner, Partner
- CRD
- #4452351
- Ownership
- 50% but less than 75%
HOWARD LISCH
Owner, Partner, Secretary
- CRD
- #2625511
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,700,097 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,700,097 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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