Fish Advisory, LLC
Fish Advisory, LLC (CRD# 312080) is a financial advisory firm headquartered in Tesuque, NM. They manage $3,264,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fish Advisory, LLC
By the Numbers
-
Total Assets Under Management3MILLION
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Total Number of Accounts5ACCOUNTS
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Average Account Value$652,800
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NM
Financial Advisors at Fish Advisory, LLC
1
Theodore Fish (CRD# 7320318) is an Investment Advisor Representative working at Fish Advisory, LLC in Santa Fe, NM and has over 3 years of experience in the finance industry.
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