300 South Orange Avenue
Suite 1170
Orlando, Florida 32801
Tel: 407-869-6228
MOISAND FITZGERALD TAMAYO, LLC, formally registered with the SEC as MOISAND FITZGERALD TAMAYO, LLC. The firm was established in 10/27/1998. They have over 3 offices throughout the country.
MOISAND FITZGERALD TAMAYO, LLC is a Orlando, Florida based Financial Planning firm with nearly $901,422,986 assets under management, offering retirement planning & investment advisory services to 3169 clients. The firm is staffed with 21 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 109419 |
SEC# | 801-55992 |
Assets Managed by Firm | $901,422,986 |
No. of Clients | 3169 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3169 | $901,422,986 |
Individuals (other than high net worth individuals) | 421 | $115,372,992 |
High net worth individuals | 369 | $777,886,936 |
Pension and profit sharing plans | 6 | $7,952,566 |
Charitable organizations | Fewer than 5 clients | $210,492 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$339,079,412,155 | 26 | 2823 | |
$306,121,310,120 | 950978 | 11789 | |
$245,249,234,083 | 932793 | 6517 | |
$94,617,046,882 | 79738 | 825 | |
$93,207,362,818 | 36 | 535 |
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