1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BROCKWAY MORAN & PARTNERS, INC.

Map pinBOCA RATON, FL
Phone561-750-2000
NotebookSEC #801-73632
Total AUM
$258.2M
Employees
7
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 N.E. MIZNER BOULEVARD
SUITE 700
BOCA RATON
FL 33432
United States
Operating Hours
8:30 - 6:00
Monday - Friday
Phone
561-750-2000

ReceiptFinancials

Total AUM
$258.2M
Accounts
5
Discretionary
$258.2M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
5
AUM
$258.2M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account