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Moisand Fitzgerald Tamayo, LLC

● SEC registered since 1998CRD 109419SEC# 801-55992Orlando, FL
Export (members)
Reg. AUM
$1.15B
Employees
28
Accounts
3,571
Location
Orlando, FL

Moisand Fitzgerald Tamayo, LLC assets under management

Moisand Fitzgerald Tamayo, LLC is a registered investment adviser overseen by the SEC based in Orlando, FL. The firm has been registered since 1998. It reports $1.2 billion in regulatory assets under management and employs 28 people.

Moisand Fitzgerald Tamayo, LLC owners & executives

6 reported
NameTitleOwnershipSince
Charles Edmund Fitzgerald ControlMember10-25%1998
Daniel Brian Moisand ControlMember, Llc10-25%2008
Dennis John Hunt ControlChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Moisand Fitzgerald Tamayo, LLC manage?

Moisand Fitzgerald Tamayo, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Moisand Fitzgerald Tamayo, LLC have?

Moisand Fitzgerald Tamayo, LLC reports 28 employees.

Where is Moisand Fitzgerald Tamayo, LLC located?

Moisand Fitzgerald Tamayo, LLC is based in Orlando, FL and has been SEC-registered since 1998.

Does Moisand Fitzgerald Tamayo, LLC disclose fund performance?

Moisand Fitzgerald Tamayo, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address300 South Orange Avenue, Suite 1170, Orlando, FL 32801
Phone407-869-6228
Fax407-869-6558
Office hours9:00 a.m. -4:30 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1649107
Discloses disciplinary historyNo

Assets under management

Discretionary$1.15B
Non-discretionary$0
Total (RAUM)$1.15B