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Thomas Patrick Fitzgerald

MANAGED ASSET PORTFOLIOS, LLC·ROCHESTER, Michigan
Unclaimed Profile
950 W. UNIVERSITY, SUITE 100, ROCHESTER, MI 48307CRD# 2617750Firm CRD# 109574
01

About

Thomas Patrick Fitzgerald is a registered financial advisor based in ROCHESTER, Michigan, affiliated with MANAGED ASSET PORTFOLIOS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MANAGED ASSET PORTFOLIOS, LLC
MANAGED ASSET PORTFOLIOS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MANAGED ASSET PORTFOLIOS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2617750
Firm CRD# 109574
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Patrick Fitzgerald offer?
Thomas Patrick Fitzgerald specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ROCHESTER, Michigan for a consultation.
What are Thomas Patrick Fitzgerald's credentials?
Thomas Patrick Fitzgerald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Patrick Fitzgerald located?
Thomas Patrick Fitzgerald is based in ROCHESTER, Michigan, working with MANAGED ASSET PORTFOLIOS, LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Thomas Patrick Fitzgerald charge for services?
Thomas Patrick Fitzgerald's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANAGED ASSET PORTFOLIOS, LLC?
MANAGED ASSET PORTFOLIOS, LLC has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
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