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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Frontier insight
- 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.
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Investment Vehicles
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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
Total SMA Asset: $16,456,341
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,084,066,306 | 27.8% |
| Municipal Bonds | $1,626,771,181 | 21.7% |
| Cash | $2,751,267,389 | 36.7% |
| Equity - OTC | $1,034,536,511 | 13.8% |
| Total | $7,496,641,387 | 100.0% |