MOISAND FITZGERALD TAMAYO, LLC

300 South Orange Avenue
Suite 1170
Orlando, Florida 32801
Tel: 407-869-6228

About MOISAND FITZGERALD TAMAYO, LLC

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 12 offices throughout the country.

MOISAND FITZGERALD TAMAYO, LLC is a Orlando, Florida based Financial Planning firm with nearly $1,028,555,365 assets under management, offering retirement planning & investment advisory services to 852 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109419
SEC#	801-55992
Assets Managed by Firm	$1,028,555,365
No. of Clients	852
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	852	$1,028,555,365
Individuals (other than high net worth individuals)	452	$126,601,059
High net worth individuals	399	$901,824,593
Charitable organizations	Fewer than 5 clients	$129,713

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