21500 Biscayne Boulevard
Suite 404
Aventura, Florida 33180
Tel: 347-580-9762
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.
| 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 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 61 | $662,347,896 |
| High net worth individuals | 61 | $662,347,896 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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