$439.6M Total AUM
$439.6M Disc. AUM
-4.4% 3Y CAGR
2 Employees
124 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-13-2003
- Office Locations
- 1
Office Locations
-- Douglasville GA
About THE Moorings Group, LLC
The Moorings Group specializes in managing high-quality fixed income portfolios tailored to each client’s risk/return preferences, with a focus on competitive after-tax outcomes. The firm emphasizes capital preservation and income and supports intermediaries including family offices, wealth managers, financial advisors, and broker-dealers.
Team overview
53 AVG AGE
$219.8M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
22.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CONNIE FREEMAN PARTRIDGE
Chief Compliance Officer, Chief Operating Officer, PARTNER
- CRD
- #805172
- Ownership
- 50% but less than 75%
Available
Available
Available
MICHELE MARIE POIRIER
Chief Investment Officer, PARTNER
- CRD
- #828960
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $439,628,310 | $2,664,414 |
| Non-Discretionary | $0 | -- |
| Total | $439,628,310 | $2,664,414 |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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