|
⚲
|
| Fitzroy Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 174342 |
| SEC # | 801-80828 |
| CIK # | |
| AUM | $1.0 B (2026-03-31) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Phone | 347-580-9762 |
| Address | 21500 Biscayne Boulevard Aventura, FL 33180 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 81 | 1,043.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 81 | 1,043.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 81 | 1,043.0 |
| Total | 81 | 1,043.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 394.1 | |
| United States Persons | 648.8 | |
| Total | 81 | 1,043.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Matauro LLC
✚
|
NY | 1.0 |
|
Baker Ellis Asset Management LLC
✚
|
WA | 1.0 |
|
Morling Financial Advisors LLC
✚
|
CA | 1.0 |
|
Weaver Consulting Group LLC
✚
|
CA | 1.0 |
|
High Probability Advisors LLC
✚
|
NY | 1.0 |
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 1.0 |
|
Marble Wealth LLC
✚
|
AL | 1.0 |
|
Red Oak Financial Group LLC
✚
|
MD | 1.0 |
|
Violich Capital Management
✚
|
CA | 1.0 |
|
Whalerock Point Partners LLC
✚
|
FL | 1.0 |