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Fisher Investments CRD 107342
$387B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-06 |
| WA | RA | APPROVED | 2025-05-06 |
Branch Locations
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
5525 Nw Fisher Creek Drive, Camas, WA 98607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Camas | WA | 04/2025 | Present |
| Northstar Asset Management | Cape Town | 09/2021 | 02/2025 | |
| Zaina Wealth Management | Cape Town | 02/2021 | 07/2021 | |
| Lifecheq | Cape Town | 03/2020 | 06/2020 | |
| University Of Cape Town | Cape Town | 01/2016 | 01/2021 |
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