


Fischer Investment Strategies Revenue
Financial Services • Thousand Oaks, California, United States • 1-10 Employees
Fischer Investment Strategies revenue & valuation
| Annual revenue | $7,000,000 |
| Revenue per employee | $875,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $22,400,000 |
| Total funding | No funding |
Key Contacts at Fischer Investment Strategies
Ted Fischer
President & Founder, Cfp®, Aif®, Qpfc®
Lisa Spradling
Director Of Operations & Trading
Sandy Dunne
Director Of Business Development
Company overview
| Headquarters | 920 Hampshire Road, Suite A2, Westlake Village, California 91361-6039, US |
| Phone number | +18054187686 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Finance, Retirement Planning, Financial Planning, Investment Management, Fee-Only Financial Planning |
| Founded | 2011 |
| Employees | 1-10 |
| Socials |
About Fischer Investment Strategies
At Fischer Investment Strategies, you will enjoy the benefits of working with a fee-only firm that utilizes a customized, client-centered approach to financial management. At FIS, we cultivate relationships with our clients that are built on transparency, as well as mutual trust and respect. Whether you are seeking expert counsel on retirement planning, wealth management, estate planning, tax planning or risk management, Fischer Investment Strategies will work with you to develop a personalized plan that reflects your unique goals and risk parameters. We will assist you in securing opportunities often unattainable when attempting to negotiate today’s challenging financial environment on your own. We are committed to providing you with a sound investment plan that minimizes your fears while fulfilling your long-term goals.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Fischer Investment Strategies has 7 employees across 4 departments.
Departments
Number of employees
Funding Data
Fischer Investment Strategies has never raised funding before.
Fischer Investment Strategies Tech Stack
Discover the technologies and tools that power Fischer Investment Strategies's digital infrastructure, from frameworks to analytics platforms.
CDN
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Security
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Marketing automation
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Miscellaneous
Frequently asked questions
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