GET IN TOUCH WITH US

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.

CORPORATE OFFICE

Location

30 Corporate Park | Suite 410

Irvine, California 92606

Email

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

STRATEGY

PORTFOLIO VS

FUNDS

30 Corporate Park | Suite 410

Irvine, California 92606

Email

Phone: 949 296 3970

INFORMATION

Client Relationship Summary (CRS form)

ADV Part 2 A

ADV Part 2 B

Portfolio vs Funds

CFI Enhanced Yield Muni Bond Composite Disclosure

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.

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