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Building 2MOFFATT FINANCIAL STRATEGIES

Map pinFORT WORTH, TX
Phone682-747-0134
NotebookSEC #801-135389
Total AUM
$117.1M
Employees
6
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
425 HOUSTON STREET
SUITE 575
FORT WORTH
TX 76102
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
682-747-0134

ReceiptFinancials

Total AUM
$117.1M
Accounts
181
Discretionary
$116.3M
Accounts
178
Non-Discretionary
$821.1K
Accounts
3

ContactClients

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Individual Clients
140
AUM
$46.9M
HNW Individual Clients
38
AUM
$69.4M
Pension/Profit Sharing Plan Clients
3
AUM
$821.1K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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