MOORE FINANCIAL ADVISORS, LTD.
CRD #130421 SEC #801-131897 BELMONT, MA 617-393-9999
SEC Registered
Total AUM
$111.1M
Discretionary
$83.1M
Employees
4
Clients
51
Accounts
330
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $111.1M | $83.1M | $28M | 4 | 0 |
| Jan 2025 | $108.9M | $80.6M | $28.3M | 3 | 0 |
| Jan 2025 | $108.9M | $80.6M | $28.3M | 3 | 0 |
DateMar 2025
Total AUM$111.1M
Discretionary$83.1M
Non-Disc.$28M
Employees4
Clients0
DateJan 2025
Total AUM$108.9M
Discretionary$80.6M
Non-Disc.$28.3M
Employees3
Clients0
DateJan 2025
Total AUM$108.9M
Discretionary$80.6M
Non-Disc.$28.3M
Employees3
Clients0