Anderson Fisher is an investment advisor in Lake Oswego with $1.64 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
743130983
SEC advisor number
801-63556
FINRA CRD number
133017
AUM ?
$1.64 bn
(as of 30 Jun 22)
Accounts
2,111
(as of 30 Jun 22)
Employees
21
(10 investment advisory or research)
Address
Anderson Fisher
5335 MEADOWS ROAD, SUITE 450
LAKE OSWEGO
OR 97035
5335 MEADOWS ROAD, SUITE 450
LAKE OSWEGO
OR 97035
Office hours
Monday - Friday, M-TH 8:30 A.M. TO 4:30 P.M. F: 8:30 A.M. TO 4 P.M.
Phone
(503) 905-3100
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Fisher, Peter, Ray | Principal/chief Compliance Officer | 09/2004 | 50-75% |
Nelson, Andrew, Wiemer | Member | 06/2020 | 10-25% |
Kadomatsu, Marc, Masao | Member | 06/2020 | 10-25% |
Novak, Jill | Chief People Officer | 01/2007 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
31 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
10 Feb 22
13F-HR
Quarterly holdings report by institutional manager
4 Nov 21