Overview
Assets Under Management: $970 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 209
Average Client Assets: $4 million
Frequently Asked Questions
JOHN MOORE & ASSOCIATES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109791), JOHN MOORE & ASSOCIATES INC is subject to fiduciary duty under federal law.
JOHN MOORE & ASSOCIATES INC is headquartered in ALBUQUERQUE, NM.
JOHN MOORE & ASSOCIATES INC serves 209 high-net-worth clients according to their SEC filing dated December 16, 2025. View client details ↓
According to their SEC Form ADV, JOHN MOORE & ASSOCIATES INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
JOHN MOORE & ASSOCIATES INC manages $970 million in client assets according to their SEC filing dated December 16, 2025.
According to their SEC Form ADV, JOHN MOORE & ASSOCIATES INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 2034349
Last Filing Date: 2025-12-16 15:16:55
Website: 1