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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 $319,593,000 assets under management, offering retirement planning & investment advisory services to 1571 clients. The firm is staffed with 37 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152841 |
| SEC# | 801-114973 |
| Assets Managed by Firm | $319,593,000 |
| No. of Clients | 1571 |
| No. of Advisors | 37 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1571 | $319,593,000 |
| Individuals (other than high net worth individuals) | 366 | $197,537,000 |
| High net worth individuals | 90 | $122,056,000 |
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