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Building 2FITZMAURICE INVESTMENT MANAGEMENT SERVICES, LLC

Map pinNEW YORK, NY
Phone212-290-7676
NotebookSEC #801-61490
Total AUM
$302.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 PENN PLAZA
SUITE 2105
NEW YORK
NY 10001
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-290-7676

ReceiptFinancials

Total AUM
$302.7M
Accounts
68
Discretionary
$0
Accounts
0
Non-Discretionary
$302.7M
Accounts
68

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RULE 206(4)-3 REFERRAL FEES

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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