M
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-09-2008
- Office Locations
- 1
Office Locations
10200 W State RD 84 Suite 209 Davie FL
About Moore Financial Planning Advisors, LLC
Moore Financial Planning Advisors, LLC is a Davie-based RIA. The firm has been operating for 17 years. Managing $2.0M in total assets under management, with 1 advisory representatives. They custody assets with Betterment. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$2.0M AVG AUM / ADVISOR
$20.4K AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Request access to benchmark trends tied to summit glacier.
Request access to benchmark trends tied to quantum insight.
Open the full profile to inspect shifts in beacon legacy.
Premium access reveals conviction themes in optima summit.
See the complete signal summary connected to vector vital.
Request access to benchmark trends tied to insight frontier.
Premium access reveals conviction themes in horizon momentum capital.
Upgrade to reveal position-level detail across pathway wave.
Asset Classes
Oak Quantum
Investment Themes
Vertex zenith Optima meridian Oak
Investment Vehicles
Bridge unison
Services
Matrix vector Beacon unison Harbor Frontier Prime ridge Delta Alpha
Owner & Executives
H
HUGH ANTHONY WASHINGTON MOORE
Chief Compliance Officer, Managing Member, Owner
- CRD
- #1765140
- Ownership
- 75% or more
(811) 388-4011
pioneer.ridge@harborcapital.com
in linkedin.com/in/wave-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,000,300 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,000,300 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,000,300
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,186,637,671 | 100.0% |
| Total | $1,186,637,671 | 100.0% |