Charles Fish Investments

Investment Management • Irvine, California, United States • 1-10 Employees

Company overview

Headquarters	2010 Main St, Suite 320, Irvine, California 92614, US
Phone number	+19492963970
Website	charlesfishinvestments.com
NAICS	5231
SIC	628
Keywords	Municipal Bond Investment Management
Founded	1984
Employees	1-10
Socials

Key Contact at Charles Fish Investments

Betsy Shelton

Director Of Research & Senior Portfolio Manager

Charles Fish Investments Email Formats

Charles Fish Investments uses 2 email formats. The most common is {first initial} (e.g., j@charlesfishinvestments.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@charlesfishinvestments.com	66.7%
{first name}	john@charlesfishinvestments.com	33.3%

About 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. 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 client’s risk-return preferences.

Charles Fish Investments revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,200,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Charles Fish Investments has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Charles Fish Investments has never raised funding before.

Charles Fish Investments Tech Stack

Discover the technologies and tools that power Charles Fish Investments's digital infrastructure, from frameworks to analytics platforms.

Plesk

Hosting panels

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

GoDaddy

Hosting

Windows Server

Operating systems

RequireJS

JavaScript frameworks

IIS

Web servers

Adobe Muse

Static site generator

Microsoft ASP.NET

Web frameworks

Google Analytics

Analytics

Linkedin Insight Tag

Analytics

Frequently asked questions

Charles Fish Investments is located in Irvine, California, US.

You can reach Charles Fish Investments at +19492963970.

Charles Fish Investments was founded in 1984, making it 42 years old. The company has established itself as a significant player in its industry over this time.

Charles Fish Investments has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Charles Fish Investments

Betsy Shelton

Director Of Research & Senior Portfolio Manager

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