Fisher Investments,Inc. (Woodside)

May 2024 · 2 minute read

Fisher Investments,Inc. is a large advisory firm based in Woodside. It manages $25.52 billion of regulatory assets for 19,971 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

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Fisher Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fisher Investments: assets under management

The assets under management (AUM) of Fisher Investments,Inc. is $25.52 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 352% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $25.52 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.28 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fisher Investments,Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Woodside

The principal office where Fisher Investments,Inc. performs its advisory services is located at 13100 Skyline Blvd., Woodside, CA 94062 4527, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 800-851-8845 or by fax 650-529-3815. The normal business hours are 6 a.m. to 6 p.m. on Monday - Friday. You can find more information about the New York firm at www.fi.com.

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