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Building 2MOORE WEALTH

Map pinFREDERICK, MD
Phone(301) 631-1207
NotebookSEC #801-127484
Total AUM
$156.9M
Employees
6
Clients
206

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CARROLL CREEK WAY
SUITE 335
FREDERICK
MD 21701
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(301) 631-1207
Other Offices
1

ReceiptFinancials

Total AUM
$156.9M
Accounts
563
Discretionary
$156.9M
Accounts
563
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
159
AUM
$57.2M
HNW Individual Clients
45
AUM
$93.3M
Charitable Organization Clients
1
AUM
$202.3K
Corporation or Business Clients
1
AUM
$6.2M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCPASCTXVAWV

HandshakeAffiliates

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

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