|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Moore Financial Advisors Ltd
✚
|
|
|---|---|
| CRD # | 130421 |
| SEC # | 801-131897 |
| CIK # | |
| AUM | $111.1 M (2025-03-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 617-393-9999 |
| Address | 83 Leonard Street Belmont, MA 02478-2505 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 23.0 |
| (b) Individuals (high net worth individuals) | 45 | 88.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 330 | 111.1 |
| By Discretionary | ||
| Discretionary | 254 | 83.1 |
| Non-Discretionary | 76 | 28.0 |
| Total | 330 | 111.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.1 | |
| Total | 330 | 111.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wolf Financial Advisors LLC
✚
|
IL | 0.1 |
|
Frango Financial LLC
✚
|
DC | 0.1 |
|
Maimon Wealth Management Ltd
✚
|
0.1 | |
|
Diccianni Financial Group Inc
✚
|
PA | 0.1 |
|
Clarion Advisors Inc
✚
|
CA | 0.1 |
|
Resnick Wealth Alliance LLC
✚
|
FL | 0.1 |
|
Sound Financial Management Inc
✚
|
NC | 0.1 |
|
Sasser Investment Management Inc
✚
|
CA | 0.1 |
|
Strongtower Wealth Management PLC
✚
|
AR | 0.1 |
|
Artesa Financial Group LLC
✚
|
TX | 0.1 |