Fisher & Wiens Wealth Management, LLC is a reputable small investment advisory firm headquartered in Danville, CA. With one office, they serve a diverse clientele, consisting of over 200 individual clients, and manage a substantial total of $185,613,000 in assets. The firm boasts an experienced team of two employees, one of whom specializes in providing comprehensive investment advisory services.
Fisher & Wiens Wealth Management, LLC stands out in the industry due to its impressive average assets under management per investment advisor, which amounts to approximately $185,610,000. This figure surpasses the industry average, refle...
See more
Loading...
Assets Under Mgmt
$185.61M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.