31 MOORGATE, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
CHARLOTTESVILLE, Virginia
CRD number
309368
Fee structure
Hourly Charges, Other

Firm profile

FINTRX

Overview

31 Moorgate, Inc. operates as a corporation providing financial advisory services. The firm focuses on a variety of investment activities and has a diverse range of investment preferences, particularly in alternative assets. While it does not classify itself as a capital allocator, it engages in advisory activities that include working with third-party external fund managers. The firm employs an hourly fee structure, which allows for flexibility in client engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DOUGLASS LIST

    President, CCOCRD 2867421

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CHARLOTTESVILLE, VA

CHARLOTTESVILLE CITY

Location

CHARLOTTESVILLE, VA

Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.

Region
South
County
CHARLOTTESVILLE CITY
Address
401 East Market St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth