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
© 2023 copyright by Charles Fish Investments, Inc.
All rights reserved. Website design by TC Two Creative.
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.
ADV Part 2 A
ADV Part 2 B
CRS Form
CFI Enhanced Yield Muni Bond Composite Disclosure
