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| Keyboard |
| Moore Financial Advisors Ltd
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|
|---|---|
| CRD # | 130421 |
| SEC # | 801-131897 |
| CIK # | |
| AUM | 127.2 M (2026-04-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 44 | 24.8 |
| (b) Individuals (high net worth individuals) | 48 | 102.4 |
| (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 | 350 | 127.2 |
| By Discretionary | ||
| Discretionary | 276 | 97.2 |
| Non-Discretionary | 74 | 30.0 |
| Total | 350 | 127.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.2 | |
| Total | 350 | 127.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Marin Group Inc
✚
|
GA | 128.1 M |
|
Harbor Hills Inc
✚
|
CA | 128.0 M |
|
Millenia Financial Partners LLC
✚
|
127.4 M | |
|
Impact Fiduciary LLC
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|
CA | 127.0 M |
|
Ashwood Advisors LLC
✚
|
MA | 126.9 M |
|
Carmichael Capital Inc
✚
|
TN | 126.6 M |
|
Brackenwood Capital Management LLC
✚
|
WA | 126.6 M |
|
Artesa Financial Group LLC
✚
|
TX | 126.6 M |
|
Kingwood Investment Group LLC
✚
|
TX | 126.5 M |
|
The Advisory Firm
✚
|
GA | 126.4 M |