A complete list of active advisors currently associated with Fish Advisory, LLC
Warmer can help you find a great advisor at Fish Advisory, LLC or one who fits your needs even better.
The firm provides discretionary portfolio management primarily to individual and high‑net‑worth clients. The firm also engages with at least one charitable organization, with the firm's principal serving as president of a 501(c)(3) nonprofit (Link Hands for Humanity), a client type that is uncommon among similar solo independent advisers. Investment advice is tailored to each client's objectives and is typically delivered on a discretionary basis. The firm describes methods including fundamental analysis, long‑ and short‑term purchases and option‑writing strategies, and notes that tax efficiency is not a primary consideration unless specifically agreed in writing; trade execution is conducted through a major custodian relationship. The practice operates as a very small, solo advisory firm with a limited number of accounts and a modest asset base, which differs from larger peers in scale and operational reach. The principal also maintains a separate leadership consulting business and may serve as trustee on certain accounts, arrangements that distinguish the firm’s service profile from most independent advisers.
To learn more about the advisors currently working at Fish Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Santa Fe, NM
| 5
|
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