Fitzgerald Asset Management, LLC
RIAState Registered
Total AUM
$16.5M
Discretionary
$16.5M
100% of AUM
Avg account
$2.7M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 164611
- Website
- www.fitzgeraldasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Fitzgerald Asset Management, LLC is an independent, individually owned registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and focuses its client work on discretionary portfolio oversight rather than offering pension consulting or multi-state advisory programs. The firm does not identify as an active ESG investor and is not structured as a capital allocator or a related adviser to other firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- State & Local Bonds34%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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