KACHKOVSKY & FISHER, INC.
Adviser information for KACHKOVSKY & FISHER, INC. last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,058 | $180.8M |
| Non-Discretionary | 26 | $30.7M |
| Total | 1,084 | $211.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 281 | $45.8M |
| HNW Individuals | 97 | $142.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 16 | $21.6M |
| Charitable organizations | <5 | $1.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 194.0M |
| Portfolio Manager | 194.0M |
| Both for Same | 194.0M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| KACHKOVSKY & FISHER, INC. WRAP FEE PROGRAM | KACHKOVSKY & FISHER, INC. |
Identifiers
| SEC RIA File Number | 801-114268 |
|---|---|
| SEC ERA File Number | 801-114268 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 117811 |
| Legal Entity Identifier | None |
Principal Office
3202 GOVERNOR DRIVESUITE 204
SAN DIEGO
CA
United States
Monday - Friday, 8AM TO 5PM
Tel: 858.450.9711, Fax: 866.604.9711
Chief Compliance Officer
GARRY KACHKOVSKY
SECRETARY
3202 GOVERNOR DR.
SUITE 204
SAN DIEGO
CA
United States
Tel:
858.450.9711
Fax:
866.604.9711
G****@********M
(Full email address available in API data)
Regulatory Contact
JAIME BOYER
PROJECT DIRECTOR
3610 N. 44TH ST.
SUITE 220
PHOENIX
AZ
United States
Tel:
602-604-9711
J****@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FISHER, KRISTIAN, ROBERT | Individual | – | PRESIDENT | 04/2001 | 50-75% |
| KACHKOVSKY, GARRY | Individual | – | SECRETARY & CHIEF COMPLIANCE OFFICER | 04/2001 | 50-75% |