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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
34.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age
Insights
Open the full profile to inspect shifts in vital pioneer.
Open the full profile to inspect shifts in beacon horizon.
Full visibility includes strategy notes for meridian north atlas.
Full visibility includes strategy notes for catalyst harbor.
See the complete signal summary connected to peak.
Unlock to compare peer behavior around vertex prime.
Unlock to compare peer behavior around pathway matrix.
Full visibility includes strategy notes for vertex insight harbor.
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
EILEEN LOUISE MOULY
President
- CRD
- #1439064
- Ownership
- 75% or more
(939) 623-5948
element.vital@optimacapital.com
in linkedin.com/in/ridge-prime
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 | $0 | -- |
| Non-Discretionary | $25,400,000 | -- |
| Total | $25,400,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |