M
CRD: 108574
Moreau Investment Management CO
Jasper, TN
8605673633
$61.8M Total AUM
$61.8M Disc. AUM
-- 3Y CAGR
2 Employees
94 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1992
- Office Locations
- 1
Office Locations
-- Jasper TN
About Moreau Investment Management CO
Moreau Investment Management CO is a Jasper-based RIA. The firm has been operating for 34 years. Managing $61.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$61.8M AVG AUM / ADVISOR
$657.4K AVG AUM / CLIENT
28.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
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Asset Classes
Wave ridge
Investment Vehicles
Oak
Owner & Executives
N
NICOLE VANDEVOORDE MOREAU
Relationship Manager, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
(502) 205-5318
quantum.catalyst@valuecapital.com
in linkedin.com/in/vector-fusion
R
ROGER ROBERT MOREAU
Chief Compliance Officer, President
- CRD
- #1701859
- Ownership
- 50% but less than 75%
(820) 975-5554
wave.radial@optimacapital.com
in linkedin.com/in/alpha-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,800,000
Equity - Exchange:
35.6% Cash:
31.9% U.S. Government/Agency:
32.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,848,676,704 | 35.6% |
| Cash | $2,552,606,372 | 31.9% |
| U.S. Government/Agency | $2,600,617,778 | 32.5% |
| Total | $8,001,900,854 | 100.0% |