FISCALIS ADVISORY, INC.

FISCALIS ADVISORY, INC. of ANACORTES, WA is an SEC-registered investment adviser (CRD 126934). Regulatory assets under management: $46.8M.

Registration

• CRD: 126934
• Type: Registered investment adviser
• Location: 2415 T AVENUE, ANACORTES, WA, 98221
• Phone: 949-429-5995
• Latest filing: 2026-03-12
• Regulatory AUM: $46.8M
• Non-discretionary AUM: $46.8M
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126934 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search