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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Sept. 2, 2017
    • $71.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 66K
      Accounts
    • $1.1M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

966

name start date
Marques A Lopez
August 2015
Ryan Carl Schademan
August 2013
Alexandra Elizabeth Shei
February 2017
Richard Warren London
November 2013
Ian Gardner Black
September 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Fisher Asset Management, LLC -- --
    Fisher Investments Australasia -- --
    Fisher Investments Japan -- --
    Fisher Investments Uk -- --
    Gruener Fisher Investments -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Damian David Ornani Chief Executive Officer, Board Of Managers July, 2016 5% to 10%
      Thomas Chapman Fishel Chief Compliance Officer January, 2005 less than 5%
      Steven Robert Triplett Chief Operating Officer, Board Of Managers December, 2001 less than 5%
      Nathan C Fisher Board Of Managers June, 2013 less than 5%
      Kenneth Lawrence Fisher Executive Chairman, Chairman Board Of Managers, Co-Chief Investment Officer, Investment Policy Committee May, 1979 less than 5%
      Jeffery Lee Silk Vice Chairman, Vice Chairman Board Of Managers, Co-Chief Investment Officer, Investment Policy Committee December, 1988 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Performance-Based Fees