M
CRD: 141809
Mouly Financial Management, Inc.
Davie, FL, 33330
9544161776
$25.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
34 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-07-1991
- Office Locations
- 1
Office Locations
12401 Orange Drive Suite 223 Davie FL
About Mouly Financial Management, Inc.
Mouly Financial Management, Inc. is a Davie-based RIA. The firm has been operating for 34 years. Managing $25.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$25.4M AVG AUM / ADVISOR
$976.9K AVG AUM / CLIENT
34.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
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Asset Classes
Frontier Momentum quantum
Client Personas
Eagle oak
Investment Themes
Quantum crest Ember
Investment Vehicles
Glacier
Services
Glacier Crest Radial glacier Atlas Optima peak
Owner & Executives
E
EILEEN LOUISE MOULY
President
- CRD
- #1439064
- Ownership
- 75% or more
(939) 623-5948
element.vital@optimacapital.com
in linkedin.com/in/ridge-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,400,000 | -- |
| Total | $25,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,400,000
Public Funds:
32.9% Cash:
16.0% Equity - Exchange:
51.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $488,881,918 | 32.9% |
| Cash | $237,754,124 | 16.0% |
| Equity - Exchange | $759,327,236 | 51.1% |
| Total | $1,485,963,278 | 100.0% |