Overview
Assets Under Management: $278 million
Headquarters: KNOXVILLE, TN
High-Net-Worth Clients: 144
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.39
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 380
Discretionary Accounts: 380
Regulatory Filings
CRD Number: 107612
Last Filing Date: 2024-03-28 00:00:00
Website: https://mooncap.com