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Fitzgerald Thomas Henry Jr (Naugatuck)


Fitzgerald Thomas Henry Jr is a large advisory firm based in Naugatuck. It manages $235.56 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001.

Fitzgerald Thomas Henry 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.

Fitzgerald Thomas Henry Jr: assets under management

The assets under management (AUM) of Fitzgerald Thomas Henry Jr is $235.56 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $235.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.56 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fitzgerald Thomas Henry 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.

Based in Naugatuck

The principal office where Fitzgerald Thomas Henry 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.


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