$70.0M Total AUM
$70.0M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-23-1997
- Office Locations
- 1
Office Locations
150 Spartan Drive Suite 120 Maitland FL
About Moss & Company, P.a.
Moss & Company, P.a. is a Maitland-based RIA. The firm has been operating for 28 years. Managing $70.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning.
Team overview
-- AVG AGE
$70.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
28.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Custodian
Optima Bridge oak Focus
Services
Oak radial
Owner & Executives
J
JEFFREY ARNOLD MOSS
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2962688
- Ownership
- 75% or more
(764) 825-7653
peak.signal@quantumcapital.com
in linkedin.com/in/bridge-alpha
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,040,182 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,040,182 | -- |
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Separately Managed Accounts
Total SMA Asset: $70,040,182
Equity - Exchange:
16.7% Public Funds:
23.0% U.S. Government/Agency:
60.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $654,147,488 | 16.7% |
| Public Funds | $900,921,690 | 23.0% |
| U.S. Government/Agency | $2,361,981,646 | 60.3% |
| Total | $3,917,050,824 | 100.0% |