Fisher Investments

Fisher Investments Operating Metrics

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Fisher Investments key operating metrics including Assets Under Management, environmental, and social and governance score (ESG).

Assets Under Management

$93B

7.0%

Dec, 2018

Individual Investors Served

50K

25.0%

Dec, 2018

Corporate and Institutional Clients

175

Dec, 2018

Operating Metrics

Metrics	Y, 2015	Y, 2017
Assets Under Management	$63.0B	$96.0B
Clients (Pension and Profit Sharing Plans)		127
Clients (Charitable Organizations)		11
Clients (State or Municipal Government Entities)		36
Clients (Other Investment Advisers)		9
Clients (High Individuals)		23K
Assets Under Management (Other Investment Advisers)		$3.0B
Assets Under Management (Insurance Сompanies)		$399.3M
Assets Under Management (Corporations or Other Businesses Not Listed Above)		$175.9M
Assets Under Management (Other)		$1.3M
Assets Under Management (Charitable Organizations)		$3.3B
Clients		42.9K
Clients (Individuals)		19.7K
Assets Under Management (Individuals)		$13.0B
Assets Under Management (High Individuals)		$42.8B
Assets Under Management (Pooled Investment Vehicles)		$6.1B
Clients (Pooled Investment Vehicles)		30
Assets Under Management (Banking or Thrift Institutions)		$69.7M
Assets Under Management (Sovereign Wealth Funds and Foreign Official Institutions)		$8.1B
Assets Under Management (Pension and Profit Sharing Plans)		$5.9B
Assets Under Management (State or Municipal Government Entities)		$13.2B

50-59 out of 100

Community

Employees

Environment

Governance

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Source:CSRHub