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Home > Retirement Planners > florida > ponte vedra beach > MOS CAPITAL, INC.
MOS CAPITAL, INC.
1102 A1a North
Suite 202
Ponte Vedra Beach, Florida 32082
Tel: 757-222-3710
About MOS CAPITAL, INC.
MOS CAPITAL, INC, formally registered with the SEC as MOS CAPITAL, INC. The firm was established in 01/18/2017. They have over 1 offices throughout the country.
MOS CAPITAL, INC. is a Ponte Vedra Beach, Florida based Financial Planning firm with nearly $209,336,473 assets under management, offering retirement planning & investment advisory services to 339 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109612 |
| SEC# | 801-108978 |
| Assets Managed by Firm | $209,336,473 |
| No. of Clients | 339 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 339 | $209,336,473 |
| Individuals (other than high net worth individuals) | 68 | $20,312,346 |
| High net worth individuals | 51 | $188,616,947 |
| Corporations or other businesses | Fewer than 5 clients | $407,180 |
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