Charles Fish Investments, Inc.

$331.3MAssets under management
as of Jul 2026 · SEC Form ADV
Irvine, CA
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Tech stack

No one at Charles Fish Investments, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Charles Fish Investments, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $193M held · filed Nov 2024
Schwab
Per Form ADV · $104M held · filed Nov 2024