|
⚲
|
| Keyboard |
| Moment Advisors LLC
✚
|
|
|---|---|
| CRD # | 325262 |
| SEC # | 801-135805 |
| CIK # | |
| AUM | 56.3 M (2026-05-06) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 551-775-2340 |
| Address | 395 Hudson Street New York, NY 10014 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 25 | 56.3 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 56.3 |
| By Discretionary | ||
| Discretionary | 25 | 56.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 56.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 56.3 | |
| Total | 25 | 56.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 7 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Advisor Financial Services Inc
✚
|
NY | 62.6 M |
|
RCM Robinson Capital Management LLC
✚
|
CA | 61.8 M |
|
Collective Wealth Partners LLC
✚
|
GA | 59.9 M |
|
Quantel Asset Management LLC
✚
|
NY | 59.7 M |
|
Capital Insights Group of WNY LLC
✚
|
NY | 58.6 M |
|
Your Financial Pharmacist Planning LLC
✚
|
OH | 53.2 M |
|
Alooola LLC
✚
|
NJ | 51.2 M |
|
RNC RIA LLC
✚
|
MA | 50.6 M |
|
American Wealth Administration Group LLC
✚
|
NY | 48.3 M |
|
Atlas Financial Advisors Inc
✚
|
CA | 46.9 M |