FI LLC
WASHINGTON, DC

FI LLC is part of the larger Fisher Investments family, which was founded by Ken Fisher in 1979. This independent investment advisory firm aims to provide personalized investment solutions, clear fee structures, and top-notch service. FI LLC specifically supports these goals with its local engagements, focusing on serving high net worth individuals. Registered in Florida and incorporated on November 22, 2002 (filing number L02000031387), FI LLC operates from a mailing address at C/O JENCO GROUP, P.O. BOX 65781, Washington, DC. It has an FEI Number of 526371390, with its tax year ending on April 25, 2024. Marvin R Jawer manages the day-to-day operations of FI LLC, which benefits from strategic guidance by Fisher Investments’ leadership including Ken Fisher and other key industry figures. Although based out of Washington, Broward County, Florida, they are an integral part of a global network. Fisher Investments as a whole has four main divisions: Institutional Group, Private Client Group, 401(k) Solutions Group, and International Group. These branches serve over 175 major institutions and more than 45,000 high net worth investors worldwide, including Fortune 500 companies and various endowments and foundations. FI LLC is essential in implementing Fisher Investments' investment philosophy that embraces adaptable style cycles. By dynamically adjusting strategies based on market conditions, FI LLC aligns with the firm’s principle of fully synchronizing their incentives with client interests through a percentage-based management fee model, as they don’t function as a broker-dealer.