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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-14-2012
- Office Locations
- 1
Office Locations
About Fitzgerald Asset Management, LLC
Fitzgerald Asset Management is a retail RIA providing asset management with a focus on “Thick” sustainable infrastructure—scalable, repeatable projects with measurable impact—implemented through exchange-listed securities. The firm emphasizes deep technical diligence and disciplined risk/return management, and portfolios include exchange-traded equity exposure (ETFs) alongside municipal-bond fixed income for clients such as entrepreneurs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on July 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Vehicles
- Services
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Owner & Executives
WILLIAM M FITZGERALD
Chief Compliance Officer, Managing Director, Managing Partner
- CRD
- #1874155
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,456,341 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,456,341 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fitzgerald Asset Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.