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Building 2MOISAND FITZGERALD TAMAYO, LLC

Map pinORLANDO, FL
Phone407-869-6228
NotebookSEC #801-55992
Total AUM
$1.4B
Employees
30
Clients
914

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 SOUTH ORANGE AVENUE
SUITE 1170
ORLANDO
FL 32801
United States
Operating Hours
9:00 AM -4:30 PM
Monday - Friday
Phone
407-869-6228
Other Offices
11

ReceiptFinancials

Total AUM
$1.4B
Accounts
3,662
Discretionary
$1.4B
Accounts
3,662
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
517
AUM
$218.1M
HNW Individual Clients
389
AUM
$1.1B
Pension/Profit Sharing Plan Clients
6
AUM
$0
Charitable Organization Clients
1
AUM
$133.8K
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TAX PREP

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAINMAMDMINCNHNJNYOHPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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