Moisand Fitzgerald Tamayo is an investment advisor in Orlando with $805.88 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
593528844
SEC advisor number
801-55992
FINRA CRD number
109419
AUM ?
$1.03 bn
(as of 29 Mar 24)
Accounts
852
(as of 29 Mar 24)
Employees
25
(9 investment advisory or research)
Address
Moisand Fitzgerald Tamayo
200 SOUTH ORANGE AVENUE
SUITE 2025
ORLANDO
FL 32801
200 SOUTH ORANGE AVENUE
SUITE 2025
ORLANDO
FL 32801
Phone
407-869-6228
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
20 Oct 23
13F-HR
Quarterly holdings report by institutional manager
12 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
26 Oct 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22