Established in 1984, CFI is an investment adviser registered with the Securities Exchange Commission (SEC) under the Investment Advisers Act of 1940 and is based in Irvine, California. The boutique money manager has a singular focus on tax-efficient Muni bond investing for affluent families seeking to preserve capital while generating monthly income. Our investment approach aims to maximize individual efficiency through an active, flexible approach to managing portfolios tailored to each client’s risk-return preferences.
View Top Employees from Charles Fish Investments, Inc.| Website | http://www.charlesfishinvestments.com |
| Revenue | $1 million |
| Employees | 8 (8 on RocketReach) |
| Founded | 1984 |
| Address | 2010 Main St Suite 320, Irvine, California 92614, US |
| Phone | (949) 296-3970 |
| Industry | Investment Management, Finance General, Finance |
| Web Rank | 7 Million |
| Keywords | Cfi Charles Fish Investments |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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Charles Fish Investments, Inc. Questions
The Charles Fish Investments, Inc. annual revenue was $1 million in 2024.
Sharmi Chakraborty is the Chief operations Officer and Chief Compliance Officer of Charles Fish Investments, Inc..
8 people are employed at Charles Fish Investments, Inc..
Charles Fish Investments, Inc. is based in Irvine, California.
The NAICS codes for Charles Fish Investments, Inc. are [52393, 5239, 523, 52].
The SIC codes for Charles Fish Investments, Inc. are [628, 62].
Top Charles Fish Investments, Inc. Employees
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