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Home > Retirement Planners > florida > bradention > MOSELEY INVESTMENT MANAGEMENT, INC.
MOSELEY INVESTMENT MANAGEMENT, INC.
1724 Manatee Avenue W
Bradention, Florida 34205
Tel: 941-745-2799
About MOSELEY INVESTMENT MANAGEMENT, INC.
MOSELEY INVESTMENT MANAGEMENT, INC, formally registered with the SEC as MOSELEY INVESTMENT MANAGEMENT, INC. The firm was established in 03/07/2016. They have over 2 offices throughout the country.
MOSELEY INVESTMENT MANAGEMENT, INC. is a Bradention, Florida based Financial Planning firm with nearly $351,219,456 assets under management, offering retirement planning & investment advisory services to 913 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 124152 |
| SEC# | 801-107305 |
| Assets Managed by Firm | $351,219,456 |
| No. of Clients | 913 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (WEALTH MANAGEMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 913 | $351,219,456 |
| Individuals (other than high net worth individuals) | 289 | $102,034,784 |
| High net worth individuals | 97 | $227,627,708 |
| Pension and profit sharing plans | Fewer than 5 clients | $6,841,152 |
| Corporations or other businesses | 5 | $14,715,812 |
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