$19.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
116 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-12-2004
- Office Locations
- 1
Office Locations
-- Lansing MI
About Fitzpatrick Financial Solutions, LLC
Fitzpatrick Financial Services, Inc. is a Lansing, MI-based accounting firm providing tax, payroll, and accounting services to individuals, estates, and small businesses. In business for 48 years, it emphasizes a one-on-one, low-stress approach and long-tenured client relationships while welcoming new clients.
Team overview
-- AVG AGE
$19.3M AVG AUM / ADVISOR
$166.3K AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LARRY EMMETT FITZPATRICK II
Managing Member, Vice President
- CRD
- #2768393
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,292,472 | -- |
| Total | $19,292,472 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Cash:
Available Equity - Exchange:
Available Derivatives:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing