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Home > Retirement Planners > new mexico > albuquerque > JOHN MOORE & ASSOCIATES INC
JOHN MOORE & ASSOCIATES INC
8220 San Pedro Dr Ne
Suite 310
Albuquerque, New Mexico 87113
Tel: 505-881-5100
About JOHN MOORE & ASSOCIATES INC
JOHN MOORE & ASSOCIATES INC, formally registered with the SEC as JOHN MOORE & ASSOCIATES INC. The firm was established in 01/09/1998. They have over 2 offices throughout the country.
JOHN MOORE & ASSOCIATES INC is a Albuquerque, New Mexico based Financial Planning firm with nearly $758,200,188 assets under management, offering retirement planning & investment advisory services to 2212 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109791 |
| SEC# | 801-55123 |
| Assets Managed by Firm | $758,200,188 |
| No. of Clients | 2212 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2212 | $758,200,188 |
| Individuals (other than high net worth individuals) | 468 | $141,490,809 |
| High net worth individuals | 195 | $595,856,352 |
| Pension and profit sharing plans | 4 | $8,841,862 |
| Charitable organizations | 5 | $1,977,247 |
| Corporations or other businesses | 6 | $10,033,918 |
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