MOISAND FITZGERALD TAMAYO, LLC
CRD #109419 SEC #801-55992 ORLANDO, FL 407-869-6228
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
28
Clients
--
Accounts
3,571
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $0 | 28 | 53 |
| Dec 2024 | $1B | $1B | $0 | 25 | 28 |
| Aug 2024 | $1B | $1B | $0 | 25 | 28 |
| Mar 2024 | $1B | $1B | $0 | 25 | 28 |
| May 2023 | $901.4M | $893.5M | $8M | 21 | 26 |
| Mar 2023 | $901.4M | $893.5M | $8M | 21 | 26 |
| Oct 2022 | $805.9M | $798.7M | $7.2M | 19 | 0 |
| Mar 2022 | $922M | $913.6M | $8.4M | 18 | 0 |
| Jul 2021 | $826.2M | $817.9M | $8.3M | 18 | 0 |
| May 2021 | $826.2M | $817.9M | $8.3M | 18 | 0 |
| Mar 2021 | $742.8M | $735.3M | $7.4M | 17 | 0 |
| Jun 2020 | $650.4M | $648.2M | $2.2M | 16 | 0 |
| Mar 2020 | $650.4M | $648.2M | $2.2M | 16 | 0 |
| Mar 2019 | $543.4M | $539.8M | $3.6M | 15 | 0 |
| Feb 2018 | $559.2M | $555.3M | $3.9M | 14 | 0 |
| Mar 2017 | $466.5M | $463.3M | $3.2M | 12 | 500 |
| Dec 2016 | $397.3M | $394.3M | $3M | 12 | 400 |
| Mar 2016 | $397.3M | $394.3M | $3M | 12 | 400 |
| Aug 2015 | $373.8M | $370.4M | $3.4M | 12 | 400 |
| Mar 2015 | $373.8M | $370.4M | $3.4M | 12 | 400 |
| Aug 2014 | $332.2M | $329M | $3.1M | 12 | 400 |
| Mar 2014 | $332.2M | $329M | $3.1M | 12 | 400 |
| Nov 2013 | $263.4M | $260.5M | $2.9M | 11 | 330 |
| Mar 2013 | $263.4M | $260.5M | $2.9M | 11 | 330 |
| Mar 2012 | $218.4M | $215.9M | $2.5M | 6 | 335 |
| Mar 2010 | $175.6M | $173.9M | $1.8M | 10 | -- |
| Mar 2008 | $243M | $240.4M | $2.6M | 10 | -- |
| Mar 2007 | $223.3M | $221.2M | $2.1M | 10 | -- |
| Feb 2006 | $181.3M | $179.6M | $1.8M | -- | -- |
| Jan 2006 | $160.2M | $158.7M | $1.5M | 10 | -- |
| Aug 2004 | $127M | $125.4M | $1.6M | 10 | -- |
| Mar 2004 | $127M | $125.4M | $1.6M | 10 | -- |
| Mar 2002 | $74.8M | $65.9M | $8.9M | 10 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees28
Clients53
DateDec 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees25
Clients28
DateAug 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees25
Clients28
DateMar 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees25
Clients28
DateMay 2023
Total AUM$901.4M
Discretionary$893.5M
Non-Disc.$8M
Employees21
Clients26
DateMar 2023
Total AUM$901.4M
Discretionary$893.5M
Non-Disc.$8M
Employees21
Clients26
DateOct 2022
Total AUM$805.9M
Discretionary$798.7M
Non-Disc.$7.2M
Employees19
Clients0
DateMar 2022
Total AUM$922M
Discretionary$913.6M
Non-Disc.$8.4M
Employees18
Clients0
DateJul 2021
Total AUM$826.2M
Discretionary$817.9M
Non-Disc.$8.3M
Employees18
Clients0
DateMay 2021
Total AUM$826.2M
Discretionary$817.9M
Non-Disc.$8.3M
Employees18
Clients0
DateMar 2021
Total AUM$742.8M
Discretionary$735.3M
Non-Disc.$7.4M
Employees17
Clients0
DateJun 2020
Total AUM$650.4M
Discretionary$648.2M
Non-Disc.$2.2M
Employees16
Clients0
DateMar 2020
Total AUM$650.4M
Discretionary$648.2M
Non-Disc.$2.2M
Employees16
Clients0
DateMar 2019
Total AUM$543.4M
Discretionary$539.8M
Non-Disc.$3.6M
Employees15
Clients0
DateFeb 2018
Total AUM$559.2M
Discretionary$555.3M
Non-Disc.$3.9M
Employees14
Clients0
DateMar 2017
Total AUM$466.5M
Discretionary$463.3M
Non-Disc.$3.2M
Employees12
Clients500
DateDec 2016
Total AUM$397.3M
Discretionary$394.3M
Non-Disc.$3M
Employees12
Clients400
DateMar 2016
Total AUM$397.3M
Discretionary$394.3M
Non-Disc.$3M
Employees12
Clients400
DateAug 2015
Total AUM$373.8M
Discretionary$370.4M
Non-Disc.$3.4M
Employees12
Clients400
DateMar 2015
Total AUM$373.8M
Discretionary$370.4M
Non-Disc.$3.4M
Employees12
Clients400
DateAug 2014
Total AUM$332.2M
Discretionary$329M
Non-Disc.$3.1M
Employees12
Clients400
DateMar 2014
Total AUM$332.2M
Discretionary$329M
Non-Disc.$3.1M
Employees12
Clients400
DateNov 2013
Total AUM$263.4M
Discretionary$260.5M
Non-Disc.$2.9M
Employees11
Clients330
DateMar 2013
Total AUM$263.4M
Discretionary$260.5M
Non-Disc.$2.9M
Employees11
Clients330
DateMar 2012
Total AUM$218.4M
Discretionary$215.9M
Non-Disc.$2.5M
Employees6
Clients335
DateMar 2010
Total AUM$175.6M
Discretionary$173.9M
Non-Disc.$1.8M
Employees10
Clients--
DateMar 2008
Total AUM$243M
Discretionary$240.4M
Non-Disc.$2.6M
Employees10
Clients--
DateMar 2007
Total AUM$223.3M
Discretionary$221.2M
Non-Disc.$2.1M
Employees10
Clients--
DateFeb 2006
Total AUM$181.3M
Discretionary$179.6M
Non-Disc.$1.8M
Employees--
Clients--
DateJan 2006
Total AUM$160.2M
Discretionary$158.7M
Non-Disc.$1.5M
Employees10
Clients--
DateAug 2004
Total AUM$127M
Discretionary$125.4M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2004
Total AUM$127M
Discretionary$125.4M
Non-Disc.$1.6M
Employees10
Clients--
DateMar 2002
Total AUM$74.8M
Discretionary$65.9M
Non-Disc.$8.9M
Employees10
Clients--