FISCHER INVESTMENT STRATEGIES, LLC
CRD #156883 SEC #801-116986 WESTLAKE VILLAGE, CA 805-418-7686
SEC Registered
Total AUM
$200.4M
Discretionary
$200.4M
Employees
5
Clients
10
Accounts
974
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $200.4M | $200.4M | $0 | 5 | 1 |
| Mar 2024 | $170.8M | $158.8M | $12M | 5 | 2 |
| Mar 2023 | $154.8M | $154.8M | $0 | 4 | 2 |
| Mar 2022 | $179.6M | $179.6M | $0 | 5 | 0 |
| Jul 2021 | $142.5M | $142.5M | $0 | 3 | 0 |
| Jun 2021 | $142.5M | $142.5M | $0 | 3 | 0 |
| Apr 2021 | $142.5M | $142.5M | $0 | 3 | 0 |
| Feb 2021 | $142.5M | $142.5M | $0 | 3 | 0 |
| Jan 2021 | $142.5M | $142.5M | $0 | 3 | 0 |
| Dec 2020 | $123.5M | $123.5M | $0 | 3 | 0 |
| Jul 2020 | $123.5M | $123.5M | $0 | 3 | 0 |
| Jun 2020 | $123.5M | $123.5M | $0 | 3 | 0 |
| Mar 2020 | $123.5M | $123.5M | $0 | 3 | 0 |
| Jun 2019 | $109.2M | $109.2M | $0 | 3 | 0 |
| May 2012 | $20M | $20M | $0 | -- | 26 |
| Apr 2012 | $20M | $20M | $0 | -- | 26 |
| Mar 2012 | $20M | $20M | $0 | -- | 26 |
| Mar 2012 | $20M | $20M | $0 | -- | 26 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
| Dec 2011 | $0 | $0 | $0 | -- | 0 |
| Nov 2011 | $0 | $0 | $0 | -- | 0 |
| Nov 2011 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$200.4M
Discretionary$200.4M
Non-Disc.$0
Employees5
Clients1
DateMar 2024
Total AUM$170.8M
Discretionary$158.8M
Non-Disc.$12M
Employees5
Clients2
DateMar 2023
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees4
Clients2
DateMar 2022
Total AUM$179.6M
Discretionary$179.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2021
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2021
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$142.5M
Discretionary$142.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2012
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees--
Clients26
DateApr 2012
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees--
Clients26
DateMar 2012
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees--
Clients26
DateMar 2012
Total AUM$20M
Discretionary$20M
Non-Disc.$0
Employees--
Clients26
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0