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RIA · CRD 154479State-Registered Investment Adviser

Updated:

Fisher Financial Group

FISHER FINANCIAL GROUP, LLC is a state-registered investment adviser in NORTHBROOK, IL. The firm manages $41 million in assets, $37 million on a...

Overview

FISHER FINANCIAL GROUP, LLC is a state-registered investment adviser in NORTHBROOK, IL. The firm manages $41 million in assets, $37 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Frequently asked questions

Does Fisher Financial Group file public regulatory disclosures?

No public SEC registration, Form ADV, or equivalent regulatory filing has been confirmed in the course of this research. The firm's status with state-level securities regulators is not established, and it does not appear in standard investment-adviser databases under this exact name.

What types of clients does Fisher Financial Group typically serve?

The firm's client base is not disclosed. Without a public marketing presence or captured advisory footprint, it is not known whether the firm serves individual high-net-worth families, institutional investors, or operates in an entirely different capacity.

How does this firm source investment opportunities?

No sourcing model can be attributed to Fisher Financial Group. Public records do not identify any deal history, network affiliations, or investment platform through which the firm accesses opportunities.

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