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Building 2MOSELEY INVESTMENT MANAGEMENT, INC.

Map pinBRADENTION, FL
Phone941-745-2799
NotebookSEC #801-107305
Total AUM
$456.8M
Employees
7
Clients
365

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1724 MANATEE AVENUE W
BRADENTION
FL 34205
United States
Operating Hours
8:30AM TO 5:00 PM
Monday - Friday
Phone
941-745-2799
Other Offices
2

ReceiptFinancials

Total AUM
$456.8M
Accounts
935
Discretionary
$447.6M
Accounts
934
Non-Discretionary
$9.2M
Accounts
1

ContactClients

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Individual Clients
246
AUM
$107M
HNW Individual Clients
113
AUM
$334.2M
Pension/Profit Sharing Plan Clients
1
AUM
$9.5M
Corporation or Business Clients
5
AUM
$6.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
WEALTH MANAGEMENT
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLLANCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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