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FITZROY INVESTMENT ADVISORS LLC
CRD 174342 · SEC 801-80828
21500 BISCAYNE BOULEVARD, SUITE 404, AVENTURA, FL, 33180, United States
Phone
347-580-9762
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.04B
Discretionary AUM
$0
Team
9 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $1.04B |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD