Fitzmaurice Investment Management Services, LLC is a large advisory firm based in New York. It manages $302.68 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of New York and Texas.
Fitzmaurice Investment Management Services provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fitzmaurice Investment Management Services, LLC is $302.68 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fitzmaurice Investment Management Services, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kristina Grimm Hoppman has been acting as President since 1 Mar 2005. Llc Banc Of America Corporate Insurance Agency joined the executive team most recently as the Parent Company.
The principal office where Fitzmaurice Investment Management Services, LLC performs its advisory services is located at 11 Penn Plaza, New York, NY 10001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-290-7676 or by fax 212-594-0604. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.fitzmaurice.com.