FISHER RETIREMENT SOLUTIONS LLC
CRD #331205 SEC #801-130272 PLANO, TX 888-674-4504
SEC Registered
Total AUM
$5.5B
Discretionary
$5.5B
Employees
133
Clients
--
Accounts
1,768
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $5.5B | $5.5B | $0 | 133 | 79 |
| Mar 2025 | $5.5B | $5.5B | $0 | 133 | 79 |
| Dec 2024 | $4.9B | $4.9B | $0 | 131 | 82 |
| Nov 2024 | $4.9B | $4.9B | $0 | 131 | 82 |
| Sep 2024 | $4.9B | $4.9B | $0 | 131 | 82 |
| Aug 2024 | $0 | $0 | $0 | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
| May 2024 | $0 | $0 | $0 | 1 | 0 |
| Apr 2024 | $0 | $0 | $0 | 1 | 0 |
| Apr 2024 | $0 | $0 | $0 | 1 | 0 |
DateJun 2025
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees133
Clients79
DateMar 2025
Total AUM$5.5B
Discretionary$5.5B
Non-Disc.$0
Employees133
Clients79
DateDec 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees131
Clients82
DateNov 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees131
Clients82
DateSep 2024
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees131
Clients82
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0