Company Overview
- Headquarters
- 2010 Main St Suite 320, Irvine CA
- Website
- charlesfishinvestments.com
- Phone
- (949) 296-3970
- Employees
- 8
- Founded in
- 1984
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$1B
Who is Charles Fish Investments Inc
Charles Fish Investments Inc. is an investment adviser based in Irvine, California. Established in 1984, the boutique firm is registered with the Securities Exchange Commission (SEC) under the Investment Advisers Act of 1940. With a team of five employees, CFI manages a portfolio focused on tax-efficient Muni bond investing, generating approximately $2.5 million in annual revenue. CFI specializes in serving affluent families seeking to preserve capital while generating consistent monthly income. Their investment strategy revolves around active portfolio management, tailored to each client’s individual risk-return preferences. CFI differentiates itself through its singular focus on tax-efficient Muni bond investing. Their goal is to maximize individual client efficiency through a flexible and tailored approach. Clients interested in learning more about CFI’s services can visit their website at charlesfishinvestments.com.
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