This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Pathway unisonZenith quantum +more
- Established Date
- 02-07-2003
- Office Locations
- 3
Office Locations
About Moore Financial Advisors, Ltd.
Moore Financial Advisors is a boutique RIA providing wealth management, financial, tax, investment, and college planning for mid-career professionals, baby boomers, LGBTQ+ clients, solos, and families with college-bound students. Portfolios rely heavily on ETFs and public funds. The team deliberately limits firm size to deliver highly individualized, DEI-minded advice and service.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT FREDERICK KANIA JR
Chief Compliance Officer, Chief Investment Officer, Owner, President
- CRD
- #2111120
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DONNA LORAINE COURNOYER
Financial Planner
- CRD
- #5694052
PATRICIA SUSAN MOORE
Director of Financial Planning, President
- CRD
- #4757144
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,245,609 | $352,339 |
| Non-Discretionary | $29,993,489 | $405,317 |
| Total | $127,239,098 | $363,540 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $127,239,098
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,747,394,122 | 22.1% |
| Public Funds | $3,787,338,392 | 47.9% |
| Cash | $2,372,028,220 | 30.0% |
| Total | $7,906,760,734 | 100.0% |