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2010 Main Street | Suite 320
Irvine, California 92614
Phone: 949 296 3970
Charles Fish Investments, Inc. (CFI) founded in 1984, is a Registered Investment Advisor with the Securities and Exchange Commission under the Investment Act of 1940 and notice filed with the California Department of Business Oversight. The firm, which is wholly-owned by its employees, is not affiliated with any broker/dealer. CFI's revenues are derived exclusively from the fees received for the investment advisory and/or management services provided.
ADV Part 2 A
ADV Part 2 B
Portfolio vs Funds