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CHARLES FISH INVESTMENTS, INC.

IRVINE, CA · CRD 110445 · IAPD ↗ · 949-296-3970

$331.3MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2024 — CHARLES FISH INVESTMENTS, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.