We are conveniently located near John Wayne Airport in Orange County, California.
The best way to get in touch with us is calling our Irvine office at 949-296-3970. We are happy to answer any questions and tell you more about our services.
You may also email.
Look forward to hearing from you.
30 Corporate Park | Suite 410
Irvine, California 92606
Phone: 949 296 3970
Hours: Monday through Friday, 7 am - 3 pm PST
CFI will be closed on the following Market Holidays for 2023:
Martin Luther King, Jr. Day - Monday, January 16
Washington's Birthday - Monday, February 20
Good Friday, Friday, April 7 (early close)
Memorial Day, Monday, May 29
Independence Day – Monday, July 3
Labor Day – Monday, September 4
Columbus Day – Monday, October 9
Veteran's Day - Friday, November 10
Thanksgiving – Thursday, November 23
and Friday, November 24 (early close)
Christmas Observance – Monday, December 25
New Year’s Observance – Monday, January 1, 2024
CHARLES FISH INVESTMENTS, INC. (CFI), founded in l984, is a Registered Investment Adviser with the Securities and Exchange Commission under the Investment Act of l940. CFI is an affiliated subsidiary of Brentview Investment Management, LLC. CFI’s revenues are derived exclusively from the fees received for the investment advisory and/or management services provided.
INFORMATION
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Portfolio vs Funds
ADV Part 2B
Legal Disclaimer
CFI Enhanced Yield Muni Bond Composite Disclosure
CFI Fact Sheet
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