|
⚲
|
| Keyboard |
| Moisand Fitzgerald Tamayo LLC
✚
|
|
|---|---|
| CRD # | 109419 |
| SEC # | 801-55992 |
| CIK # | 0001649107 |
| AUM | 1,350.2 M (2026-03-30) |
| Employees | 30 (37% Investors, 0% Brokers) |
| Phone | 407-869-6228 |
| Address | 300 South Orange Avenue Orlando, FL 32801 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lam Research Corp | 3.9 | ||
| Apple Inc | 3.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 517 | 218.1 |
| (b) Individuals (high net worth individuals) | 389 | 1,130.1 |
| (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 | 6 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (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 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,662 | 1,350.2 |
| By Discretionary | ||
| Discretionary | 3,662 | 1,350.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,662 | 1,350.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,350.2 | |
| Total | 3,662 | 1,350.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001649107] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 125 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Symphony Financial Ltd Co
✚
|
TX | 1,354.8 M |
|
Galvin Gaustad & Stein LLC
✚
|
AZ | 1,354.5 M |
|
Capital Investment Counsel LLC
✚
|
CO | 1,351.8 M |
|
Fifth Avenue Family Office LLC
✚
|
FL | 1,350.8 M |
|
Intellus Advisors LLC
✚
|
FL | 1,350.5 M |
|
MSH Capital Advisors LLC
✚
|
AZ | 1,346.3 M |
|
Cohalo Advisory LLC
✚
|
1,345.9 M | |
|
Hill Investment Group Partners LLC
✚
|
MO | 1,345.8 M |
|
Estate Counselors LLC
✚
|
WI | 1,345.8 M |
|
Stillwater Capital Advisors LLC
✚
|
PA | 1,344.3 M |