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| Happy Holidays!! thanks for using AUM13F!! |
| John Moore & Associates Inc
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| CRD # | 109791 |
| SEC # | 801-55123 |
| CIK # | |
| AUM | $970.2 M (2025-03-31) |
| Employees | 13 (54% Investors, 0% Brokers) |
| Phone | 505-881-5100 |
| Address | 8220 San Pedro Dr NE Albuquerque, NM 87113 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 506 | 152.7 |
| (b) Individuals (high net worth individuals) | 209 | 789.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.2 |
| (h) Charitable organizations | 8 | 5.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 16.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,723 | 970.2 |
| By Discretionary | ||
| Discretionary | 2,216 | 745.0 |
| Non-Discretionary | 507 | 225.2 |
| Total | 2,723 | 970.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 970.2 | |
| Total | 2,723 | 970.2 |
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|---|---|---|
|
Financial Advisory Corporation
✚
|
MI | 1.0 |
|
Aviance Capital Partners LLC
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FL | 1.0 |
|
Insight Wealth Partners LLC
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TX | 1.0 |
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Crumly and Associates Incorporated
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IL | 1.0 |
|
Headinvest LLC
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ME | 1.0 |
|
Hunter Michael Investment Advisors Inc
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VA | 1.0 |
|
LVZ Inc
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MI | 1.0 |
|
HTG Investment Advisors Inc
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CT | 1.0 |
|
Scott Capital Advisors LLC
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|
OR | 1.0 |
|
Bluestem Wealth Partners LLC
✚
|
MN | 1.0 |