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Home > Retirement Planners > texas > plano > MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC
5160 Tennyson Parkway
Suite 2000w
Plano, Texas 75024
Tel: 972-674-2584
About MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC, formally registered with the SEC as MOSS, LUSE & WOMBLE, LLC. The firm was established in 04/10/2019. They have over 1 offices throughout the country.
MOSS, LUSE & WOMBLE, LLC is a Plano, Texas based Financial Planning firm with nearly $595,179,000 assets under management, offering retirement planning & investment advisory services to 2951 clients. The firm is staffed with 35 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152841 |
| SEC# | 801-114973 |
| Assets Managed by Firm | $595,179,000 |
| No. of Clients | 2951 |
| No. of Advisors | 35 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2951 | $595,179,000 |
| Individuals (other than high net worth individuals) | 294 | $133,258,000 |
| High net worth individuals | 198 | $461,921,000 |
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