FITZPATRICK FINANCIAL SOLUTIONS, LLC

FITZPATRICK FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 131807). Regulatory assets under management: $19.3M.

Registration

• CRD: 131807
• Type: Registered investment adviser
• Phone: 5172530973
• Latest filing: 2026-03-24
• Regulatory AUM: $19.3M
• Non-discretionary AUM: $19.3M
• Clients: 1
• Accounts: 86

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131807 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search