Overview
Assets Under Management: $601 million
Headquarters: CHATHAM, NJ
High-Net-Worth Clients: 246
Average Client Assets: $2 million
Frequently Asked Questions
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC 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 #111987), RAAB & MOSKOWITZ ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC is headquartered in CHATHAM, NJ.
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC serves 246 high-net-worth clients according to their SEC filing dated July 01, 2025. View client details ↓
According to their SEC Form ADV, RAAB & MOSKOWITZ ASSET MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC manages $601 million in client assets according to their SEC filing dated July 01, 2025.
According to their SEC Form ADV, RAAB & MOSKOWITZ ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 246
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.48
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 397
Discretionary Accounts: 397
Regulatory Filings
CRD Number: 111987
Filing ID: 2001137
Last Filing Date: 2025-07-01 10:34:00
Website: https://chathamwealth.com