Charles Fish Investments

Charles Fish Investments

Investment Management, 2010 Main St Ste 130, Irvine, California, 92614, United States, 1-10 Employees

charlesfishinvestments.com

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Who is CHARLES FISH INVESTMENTS

Established in 1984, CFI is an investment adviser registered with the Securities Exchange Commission (SEC) under the Investment Advisers Act of 1940 and is based in Irvine, California. Th...

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  • 2010 Main St Ste 130, Irvine, California, 92614, United States Headquarters: 2010 Main St Ste 130, Irvine, California, 92614, United States
  • 1984 Date Founded: 1984
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6211 | NAICS Code: 523999 | Show More

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Charles Fish Investments Org Chart and Mapping

Employees

Sharmi Chakraborty

Chief Operations Officer/Compliance Office

Betsy Shelton

Director of Research & Senior Portfolio Manager

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Frequently Asked Questions Regarding Charles Fish Investments

Answer: Charles Fish Investments's headquarters are located at 2010 Main St Ste 130, Irvine, California, 92614, United States

Answer: Charles Fish Investments's phone number is +19*********

Answer: Charles Fish Investments's official website is https://charlesfishinvestments.com

Answer: Charles Fish Investments's revenue is $1 Million to $5 Million

Answer: Charles Fish Investments's SIC: 6211

Answer: Charles Fish Investments's NAICS: 523999

Answer: Charles Fish Investments has 1-10 employees

Answer: Charles Fish Investments is in Investment Management

Answer: Charles Fish Investments contact info: Phone number: +19********* Website: https://charlesfishinvestments.com

Answer: Established in 1984, CFI is an investment adviser registered with the Securities Exchange Commission (SEC) under the Investment Advisers Act of 1940 and is based in Irvine, California. The boutique money manager has a singular focus on tax-efficient Muni bond investing for affluent families seeking to preserve capital while generating monthly income. Our investment approach aims to maximize individual efficiency through an active, flexible approach to managing portfolios tailored to each clients risk-return preferences.

Answer:

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