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| Moss LUSE & Womble LLC
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| |
|---|---|
| CRD # | 152841 |
| SEC # | 801-114973 |
| CIK # | |
| AUM | $435.6 MM (2024-03-21) |
| Employees | 37 (41% Investors, 0% Brokers) |
| Phone | 972-674-2584 |
| Address | 5160 Tennyson Parkway Plano, TX 75024 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 366 | 197.5 |
| (b) Individuals (high net worth individuals) | 90 | 122.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,571 | 319.6 |
| By Discretionary | ||
| Discretionary | 1,571 | 319.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,571 | 319.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 319.6 | |
| Total | 1,571 | 319.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Saybrook Capital Corp
✚
|
NY | 0.4 |
|
Stewart Wealth Management Inc
✚
|
CA | 0.4 |
|
Impact Capital Partners LLC
✚
|
CO | 0.4 |
|
Burkett Financial Services LLC
✚
|
SC | 0.4 |
|
Mascoma Wealth Management LLC
✚
|
NH | 0.4 |
|
Disciplined Investments LLC
✚
|
OK | 0.4 |
|
Monument Capital Management LLC
✚
|
VA | 0.4 |
|
Asset Management for Professionals Inc
✚
|
WI | 0.4 |
|
Midwest Financial Group LLC
✚
|
KS | 0.4 |
|
Eaton Financial Holdings Company LLC
✚
|
FL | 0.4 |