J Moss and Co
RIAState Registered
Total AUM
$1.8M
Discretionary
$1.8M
100% of AUM
Avg account
$1.8M
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328259
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
J Moss And Co is an independent registered investment advisor that focuses on providing financial planning and portfolio management services primarily for individuals and families. The firm operates as a corporation and is owned by an individual, which allows for a personalized approach to wealth management. J Moss And Co engages in various business activities, including the sale of financial products and the publication of periodicals or newsletters. The firm does not actively pursue ESG investments and does not operate as a multi-state advisor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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