CRD: 289983
Moore Financial Management, Inc.
$29.5M Total AUM
$29.5M Disc. AUM
-- 3Y CAGR
1 Employees
97 ADV. Clients
8 yrs Firm Age
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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SummitBeacon +more
- Established Date
- 10-20-2017
- Office Locations
- 1
Office Locations
-- Bradenton FL
About Moore Financial Management, Inc.
Moore Financial Management, Inc. is a Bradenton, FL RIA led by CFP®/ChFC® C. Garrett Moore providing fiduciary retirement income planning and ongoing investment management for pre-retirees and retirees (typically age 50+ with $250k+ saved). Serves Sarasota/Bradenton and clients across 14 states, with new clients accepted after an introductory interview or by referral; custody includes Charles Schwab.
Team overview
35 AVG AGE
$29.5M AVG AUM / ADVISOR
$304.4K AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
North Pioneer
Custodian
Harbor Timber Atlas beacon Pathway zenith Oak Foundation
Fund Managers
Capital crest
Investment Themes
Quantum capital Vertex foundation Harbor
Investment Vehicles
Summit quantum
Services
Oak summit Bridge beacon Optima Frontier Beacon horizon Unison Insight value
Technology
Beacon foundation Radial Oak horizon Delta Glacier horizon Catalyst
Owner & Executives
C GARRETT MOORE
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #5348296
- Ownership
- 75% or more
(956) 924-5598
radial.vector@glaciercapital.com
in linkedin.com/in/catalyst-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,527,813 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,527,813 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,527,813
Public Funds:
28.5% Cash:
51.0% Equity - Exchange:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $445,576,613 | 28.5% |
| Cash | $797,347,623 | 51.0% |
| Equity - Exchange | $320,502,475 | 20.5% |
| Total | $1,563,426,711 | 100.0% |