M
$2.0M Total AUM
$2.0M Disc. AUM
-- 3Y CAGR
1 Employees
98 ADV. Clients
17 yrs Firm Age
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- 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
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Asset Classes
Oak
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
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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 | -- |
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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% |