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Building 2MOSELEY INVESTMENT MANAGEMENT, INC.

Map pinBRADENTION, FL
Phone941-745-2799
NotebookSEC #801-68983
Total AUM
$53.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1724 MANATEE AVENUE W
BRADENTION
FL 34205
United States
Operating Hours
8:30AM TO 5:00 PM
Monday - Friday
Phone
941-745-2799

ReceiptFinancials

Total AUM
$53.7M
Accounts
454
Discretionary
$6M
Accounts
54
Non-Discretionary
$47.7M
Accounts
400

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
WEALTH MANAGEMENT
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

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

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