RODEFER MOSS WEALTH MANAGEMENT GROUP, LLC
CRD #119648 SEC #801-61014 KNOXVILLE, TN 865-583-0091
SEC Registered
Total AUM
$31M
Discretionary
$29.2M
Employees
5
Clients
25
Accounts
203
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RODEFER, JAMES, LEWIS | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 15, 2002 REGISTERED
Notice Filings (2)
NC TN
Address
1729 MIDPARK RDSUITE C-200
KNOXVILLE, TN 37921
USA
Phone: 865-583-0091