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Building 2JOHN MOORE & ASSOCIATES INC

Map pinALBUQUERQUE, NM
Phone505-881-5100
NotebookSEC #801-55123
Total AUM
$1B
Employees
14
Clients
729

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8220 SAN PEDRO DR NE
SUITE 310
ALBUQUERQUE
NM 87113
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
505-881-5100
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
2,683
Discretionary
$828.8M
Accounts
2,323
Non-Discretionary
$199.9M
Accounts
360

ContactClients

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Individual Clients
488
AUM
$162.5M
HNW Individual Clients
226
AUM
$843.8M
Pension/Profit Sharing Plan Clients
2
AUM
$5.8M
Charitable Organization Clients
8
AUM
$2.7M
Corporation or Business Clients
5
AUM
$13.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOGALANCNMORTX

HandshakeAffiliates

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

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