|
⚲
|
| John Moore & Associates Inc
✚
| |
|---|---|
| CRD # | 109791 |
| SEC # | 801-55123 |
| CIK # | |
| AUM | $758.2 MM (2024-03-28) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 505-881-5100 |
| Address | 8220 San Pedro Dr NE Albuquerque, NM 87113 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 141.5 |
| (b) Individuals (high net worth individuals) | 195 | 595.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 8.8 |
| (h) Charitable organizations | 5 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,212 | 758.2 |
| By Discretionary | ||
| Discretionary | 1,833 | 577.7 |
| Non-Discretionary | 379 | 180.5 |
| Total | 2,212 | 758.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 758.2 | |
| Total | 2,212 | 758.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
BOSS Retirement Advisors LLC
✚
|
UT | 0.8 |
|
Guardian Financial Partners LLC
✚
|
CA | 0.8 |
|
Summit Creek Advisors LLC
✚
|
MN | 0.8 |
|
Mitchell Capital Management Co
✚
|
KS | 0.8 |
|
Oakhurst Capital Advisors LLC
✚
|
DC | 0.8 |
|
Terril Brothers Inc
✚
|
MO | 0.8 |
|
Builder Investment Group Inc
✚
|
GA | 0.8 |
|
Worthpointe LLC
✚
|
CA | 0.8 |
|
Three Bridge Wealth Advisors LLC
✚
|
CA | 0.8 |
|
The Arkansas Financial Group Inc
✚
|
AR | 0.8 |