The MOISAND FITZGERALD TAMAYO, LLC is a privately held investment adviser that advises $1.35Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. MOISAND FITZGERALD TAMAYO, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 63.43% over the last 5-years.
The Group has been registered with the SEC for 27.78 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 300 SOUTH ORANGE AVENUE SUITE 1170, ORLANDO, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 11 investment and 19 non-investment staff. The total number of Employees increased by 66.67% over the last 5-years.
Their $1.35Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 6 other accounts. Assets of High Net Worth Individuals clients own $1.13Bn or 83.7% of Total Assets and Individuals own $218.1mn or 16.15% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
MOISAND FITZGERALD TAMAYO, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.