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Overview

Articles

Insights

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

Assets

Assets

Last updated on July 16, 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

947

name start date
Marques A Lopez
January 2013
Jeremy Carver Joseph
August 2013
Iverri E Johnson
February 2017
Kevin Michael Mccabe
July 2008
Michael William Sirianno
August 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    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