|
⚲
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| Fitzroy Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 174342 |
| SEC # | 801-80828 |
| CIK # | |
| AUM | $662.3 MM (2024-03-28) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 347-580-9762 |
| Address | 21500 Biscayne Boulevard Aventura, FL 33180 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 61 | 662.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 662.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 61 | 662.3 |
| Total | 61 | 662.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 410.1 | |
| United States Persons | 252.3 | |
| Total | 61 | 662.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BHK Investment Advisors LLC
✚
|
AL | 0.7 |
|
Marshall & Sterling Wealth Advisors Inc
✚
|
NY | 0.7 |
|
Keelan Capital LLC
✚
|
GA | 0.7 |
|
Riverbend Capital Advisors LLC
✚
|
IL | 0.7 |
|
St James Investment Company LLC
✚
|
TX | 0.7 |
|
Beacon Financial Group Inc
✚
|
OH | 0.7 |
|
Petra Capital Management Inc
✚
|
0.7 | |
|
BMO Nesbitt Burns Securities Ltd
✚
|
0.7 | |
|
American Money Management LLC
✚
|
CA | 0.7 |
|
Wealth Management Group LLC
✚
|
IL | 0.7 |