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Building 2MOLER CAPITAL MANAGEMENT

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Phone949-748-3993
NotebookSEC #801-50628
Total AUM
$203.8M
Employees
3
Clients
90

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
949-748-3993
Other Offices
1

ReceiptFinancials

Total AUM
$203.8M
Accounts
386
Discretionary
$203.8M
Accounts
386
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$19.2M
HNW Individual Clients
44
AUM
$161.7M
Pension/Profit Sharing Plan Clients
1
AUM
$10.8M
Charitable Organization Clients
1
AUM
$11.4M
Corporation or Business Clients
1
AUM
$617.6K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVTX

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

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