FISH ADVISORY, LLC

FISH ADVISORY, LLC is an SEC-registered investment adviser (CRD 312080). Regulatory assets under management: $3.9M.

Registration

• CRD: 312080
• Type: Registered investment adviser
• Phone: 505-231-2699
• Latest filing: 2025-03-21
• Regulatory AUM: $3.9M
• Discretionary AUM: $2.7M
• Non-discretionary AUM: $1.2M
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312080 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search