FITZROY INVESTMENT ADVISORS LLC

21500 Biscayne Boulevard
Suite 404
Aventura, Florida 33180
Tel: 347-580-9762

About FITZROY INVESTMENT ADVISORS LLC

FITZROY INVESTMENT ADVISORS LLC, formally registered with the SEC as FITZROY INVESTMENT ADVISORS LLC. The firm was established in 02/11/2015. They have over 2 offices throughout the country.

FITZROY INVESTMENT ADVISORS LLC is a Aventura, Florida based Financial Planning firm with nearly $662,347,896 assets under management, offering retirement planning & investment advisory services to 61 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174342
SEC#	801-80828
Assets Managed by Firm	$662,347,896
No. of Clients	61
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	61	$662,347,896
High net worth individuals	61	$662,347,896

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