Moisand Fitzgerald Tamayo Review

Trust Score 96%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Moisand Fitzgerald Tamayo, federally registered in 1998, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 6 advisors. Moisand Fitzgerald Tamayo manages $543.4 million and provides investment advisory services for 564 clients (1:94 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $963,442
Hybrid Advisor No
Disciplinary History No
Total AUM $543.4 million
Advisor / Client Ratio 1:94
Headquarters Orlando, FL
SEC Filings Forms and Brochures    (CRD # 109419)
State(s) Registered CA, CO, FL, GA, NH, NJ, NC, TX

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