Overview
Assets Under Management: $117 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 38
Average Client Assets: $1.8 million
Frequently Asked Questions
MOFFATT FINANCIAL STRATEGIES 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 #335975), MOFFATT FINANCIAL STRATEGIES is subject to fiduciary duty under federal law.
MOFFATT FINANCIAL STRATEGIES is headquartered in FORT WORTH, TX.
MOFFATT FINANCIAL STRATEGIES serves 38 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, MOFFATT FINANCIAL STRATEGIES offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
MOFFATT FINANCIAL STRATEGIES manages $117 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, MOFFATT FINANCIAL STRATEGIES serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.22%
Average Client Assets: $1.8 million
Total Client Accounts: 181
Discretionary Accounts: 178
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 335975
Filing ID: 2079160
Last Filing Date: 2026-03-23 08:44:46