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MOISAND FITZGERALD TAMAYO, LLC

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

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#109419
SEC#801-55992
Assets Managed by Firm$901,422,986
No. of Clients3169
No. of Advisors21

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total3169$901,422,986
Individuals (other than high net worth individuals)421$115,372,992
High net worth individuals369$777,886,936
Pension and profit sharing plans6$7,952,566
Charitable organizationsFewer than 5 clients$210,492

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