FitzRoy Investment Advisors

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

21500 Biscayne Blvd Ste 404, Aventura, F...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About FitzRoy Investment Advisors

FitzRoy Investment Advisors is an independent multi-family office based in Miami, Florida, specializing in personalized investment strategies for high-net-worth families and individuals. The firm offers tailored financial advice that aligns with clients' goals and values, leveraging over 70 years of combined experience in markets, banking, and corporate finance. FitzRoy is committed to providing unbiased financial advice and fostering long-term relationships with its clients. With nearly 15 years in the industry, the firm focuses on delivering customized wealth management solutions.Explore more
FitzRoy Investment Advisors's Social MediaPopular SearchesFitzRoy Investment Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

FitzRoy Investment Advisors Org Chart

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Chief Operating Officer & Vice President, Fin...

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Client Investments Associate

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Wealth Management Analyst

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Wealth Management Analyst

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Compare Similar Companies to FitzRoy Investment Advisors

Compare insights from companies similar to FitzRoy Investment Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FitzRoy Investment Adviso...

<$5M
1-10
Private
-
-
CS
Catarina SilvaChief Operating Officer & Vice President, Finance
<$5M
11-50
Private
-
2021
EW
Elizabeth WainwrightSenior Wealth Advisor
<$5M
11-50
Private
-
1999
Eric Bertonazzi, Chairman & Chief Executive Officer at Wainwright Investment Counsel
Eric BertonazziChairman & CEO
<$5M
11-50
Private
<$5M
1986
MK
Michelle KenneyManager, Operations
<$5M
1-10
Private
-
2009
AR
Adam RutledgeInvestment Officer & Portfolio Manager
<$5M
1-10
Private
-
-
HD
Harold DedePresident & CEO
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

FitzRoy Investment Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

FitzRoy Investment Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about FitzRoy Investment Advisors.

FitzRoy Investment Advisors Tech Stack

A closer look at the technologies used by FitzRoy Investment Advisors

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Frequently Asked Questions Regarding FitzRoy Investment Advisors

What is FitzRoy Investment Advisors's official website?
FitzRoy Investment Advisors's official website is www.fria.us
What is FitzRoy Investment Advisors's Revenue?
FitzRoy Investment Advisors's revenue is <$5 Million
What is FitzRoy Investment Advisors's SIC code?
FitzRoy Investment Advisors's SIC: 62,628
What is FitzRoy Investment Advisors's NAICS code?
FitzRoy Investment Advisors's NAICS: 52,523
How many employees does FitzRoy Investment Advisors have?
FitzRoy Investment Advisors has 1-10 employees
What industry does FitzRoy Investment Advisors belong to?
FitzRoy Investment Advisors is in the industry of: Finance, Securities Trading
What is FitzRoy Investment Advisors competition?
FitzRoy Investment Advisors top competitors include: Capital Fiduciary Advisors, Wainwright Investment Counsel, Minot DeBlois Advisors, Premier Wealth Advisors
What technology does FitzRoy Investment Advisors use?
Some of the popular technologies that FitzRoy Investment Advisors uses are: WordPress.org, PHP, Cloudflare CDN, Microsoft 365
What does FitzRoy Investment Advisors do?

FitzRoy Investment Advisors is an independent multi-family office based in Miami, Florida, specializing in personalized investment strategies for high-net-worth families and individuals. The firm offers tailored financial advice that aligns with clients' goals and values, leveraging over 70 years of combined experience in markets, banking, and corp... orate finance. FitzRoy is committed to providing unbiased financial advice and fostering long-term relationships with its clients. With nearly 15 years in the industry, the firm focuses on delivering customized wealth management solutions.Read More

What are FitzRoy Investment Advisors social media links?
FitzRoy Investment Advisors Linkedin page
Is FitzRoy Investment Advisors a public company?
FitzRoy Investment Advisors is private company therefore does not currently have an official ticker symbol
See more information about FitzRoy Investment Advisors

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