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| Happy Holidays!! thanks for using AUM13F!! |
| The Moorings Group LLC
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| CRD # | 129403 |
| SEC # | 801-63917 |
| CIK # | |
| AUM | $470.3 M (2025-02-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 770-395-3366 |
| Address | One Premier Plaza, 5605 Glenridge Drive Atlanta, GA 30342 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 8.5 |
| (b) Individuals (high net worth individuals) | 131 | 446.0 |
| (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 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 3.4 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 223 | 470.3 |
| By Discretionary | ||
| Discretionary | 223 | 470.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 223 | 470.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 470.3 | |
| Total | 223 | 470.3 |
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|---|---|---|
|
and Wealth Partners LLC
✚
|
MD | 0.5 |
|
Yarger Wealth Strategies LLC
✚
|
OH | 0.5 |
|
Harbour Investment Management LLC
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|
WA | 0.5 |
|
Bridge Creek Capital Management LLC
✚
|
MA | 0.5 |
|
Clearbrook Investment Consulting LLC
✚
|
NY | 0.5 |
|
Hedeker Wealth LLC
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|
IL | 0.5 |
|
TowerPoint Wealth LLC
✚
|
CA | 0.5 |
|
Lloyd Capital LLC
✚
|
0.5 | |
|
10th Mountain LLC
✚
|
0.5 | |
|
Maridea Wealth Management LLC
✚
|
NY | 0.5 |