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Amanda Holm

Investment adviser representative at Fisher Investments
17 yearsExperience
2 statesRegistered in
$386.7BFirm assets
39 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Fisher InvestmentsMar 2026 to now
  2. UnemployedDec 2025 to Mar 2026
  3. Washington State Department of LicensingSep 2022 to Dec 2025
  4. UnemployedJun 2022 to Sep 2022
  5. Cowlitz County PudJan 2022 to Jun 2022
  6. US BankDec 2018 to Jan 2022
  7. MsnwJul 2018 to Dec 2018
  8. Stay At Home ParentAug 2009 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (TX, WA).

Fisher Investments

Legal name: Fisher Asset Management, LLC

$386.7BAssets managed
199,922Clients
2,984Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8236229
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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