J
$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
2 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-03-2024
- Office Locations
- 1
Office Locations
-- Roswell GA
About J Moss AND CO
J Moss AND CO is a Roswell-based RIA. The firm has been operating for 2 years. Managing $1.8M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOSEPH THADDEUS MOSS JR
Chief Compliance Officer
- CRD
- #1507257
- Ownership
- 50% but less than 75%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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