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MONEDA USA, INC.

601 Lexington Avenue
55th Floor
New York, New York 10022
Tel: 12125840585

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About MONEDA USA, INC.

MONEDA USA, INC, formally registered with the SEC as MONEDA USA, INC. The firm was established in 03/19/2012. They have over 1 offices throughout the country.

MONEDA USA, INC. is a New York, New York based Financial Planning firm with nearly $528,166,562 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157833
SEC#801-74113
Assets Managed by Firm$528,166,562
No. of Clients4
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$528,166,562

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