Overview
Assets Under Management: $209 million
Headquarters: PONTE VEDRA BEACH, FL
High-Net-Worth Clients: 51
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.10
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 339
Discretionary Accounts: 318
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 109612
Last Filing Date: 2025-02-06 00:00:00
Website: https://moscapital.com