FISHER RETIREMENT SOLUTIONS LLC
Doing business as FISHER\SMB. SEC Form ADV profile.
Total regulatory AUM
$6,847,928,139
Discretionary
$6,847,928,139
Non-discretionary
$0
Firm details
- CRD number
- 331205
- SEC file number
- 801-130272
- Main office
- CARROLLTON, TX, United States
- Employees
- 159
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.