Thomas H. Fitzgerald, Jr. (Naugatuck)

Name: Thomas H. Fitzgerald, Jr.
Address: 180 Church Street, Naugatuck, CT, 06770
Telephone: 203-729-1200

Thomas H. Fitzgerald, Jr. is a large advisory firm based in Naugatuck. It manages $90.52 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Connecticut.

Thomas H. Fitzgerald, Jr provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thomas H. Fitzgerald, Jr: assets under management

The assets under management (AUM) of Thomas H. Fitzgerald, Jr. is $90.52 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $90.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thomas H. Fitzgerald, Jr. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Thomas H. Fitzgerald, Jr.

Thomas Henry Fitzgerald has been acting as President since 1 Jul 1977. Kathleen Ann Doback joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Henry Fitzgerald	President/owner	1 Jul 1977	75% - 100%	209085
Kathleen Ann Doback	Chief compliance officer	1 Jan 2002	Other	4503143

Based in Naugatuck

The principal office where Thomas H. Fitzgerald, Jr. performs its advisory services is located at 180 Church Street, Naugatuck, CT 06770, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 203-729-1200 or by fax 203-729-2989. The normal business hours are 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.thfitzgerald.com.