M
CRD: 122248
Moore, Dorothea Jane
Centennial, CO
3032670174
$28.4M Total AUM
$28.4M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2003
- Office Locations
- 1
Office Locations
-- Centennial CO
About Moore, Dorothea Jane
Moore, Dorothea Jane is a Centennial-based RIA. The firm has been operating for 23 years. Managing $28.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Asset Management, Portfolio Construction.
Team overview
-- AVG AGE
$28.4M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
23.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Pioneer Matrix eagle
Investment Themes
Vertex vector
Investment Vehicles
Summit
Services
Legacy Beacon
Owner & Executives
D
DOROTHEA JANE MOORE
Financial Advisor, General Partner
- CRD
- #860808
- Ownership
- 75% or more
(439) 245-2484
alpha.momentum@harborcapital.com
in linkedin.com/in/prime-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,447,826 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,447,826 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,447,826
Equity - Exchange:
29.2% Cash:
38.1% Public Funds:
32.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,217,485,414 | 29.2% |
| Cash | $1,588,568,297 | 38.1% |
| Public Funds | $1,363,416,885 | 32.7% |
| Total | $4,169,470,596 | 100.0% |