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Building 2MOSS, LUSE & WOMBLE, LLC

Map pinPLANO, TX
Phone972-674-2584
NotebookSEC #801-114973
Total AUM
$803.2M
Employees
42
Clients
874

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5160 TENNYSON PARKWAY
SUITE 2000W
PLANO
TX 75024
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
972-674-2584

ReceiptFinancials

Total AUM
$803.2M
Accounts
874
Discretionary
$803.2M
Accounts
874
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
365
AUM
$137M
HNW Individual Clients
110
AUM
$315.6M
Pension/Profit Sharing Plan Clients
399
AUM
$350.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILKSLAMDMIMONCNENHNJNMNVNYPATXVAWAWI

HandshakeAffiliates

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

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