Overview
Assets Under Management: $970 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 209
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 209
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.40
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,723
Discretionary Accounts: 2,216
Non-Discretionary Accounts: 507
Regulatory Filings
CRD Number: 109791
Filing ID: 1973719
Last Filing Date: 2025-03-31 22:00:00
Website: https://johnmoore.com