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Fish Charles Investments Inc (Irvine)


Fish Charles Investments Inc is a large advisory firm based in Irvine. It manages $642.26 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Texas.

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

Fish Charles Investments: assets under management

The assets under management (AUM) of Fish Charles Investments Inc is $642.26 million. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $394.29 million in discretionary accounts and $247.97 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.57 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $61.99 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fish Charles Investments Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irvine

The principal office where Fish Charles Investments Inc performs its advisory services is located at 2010 Main Street, Irvine, CA 92614, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-296-3970 or by fax 949-296-3974. The normal business hours are 7:00am - 3:00pm on Monday - Friday. You can find more information about the New York firm at www.charlesfishinvestments.com.


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