MOAT CAPITAL
Firm details
- Headquarters
- OMAHA, Nebraska
- CRD number
- 313152
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Moat Capital is organized as a limited liability company and is owned by an individual. The firm provides portfolio management services aimed at individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm is not listed as a capital allocator and is not characterized as a newly formed adviser.
Assets & Accounts
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
Owners & executives
1 of 1Jeffrey Milewski
Member and COOCRD 7976163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OMAHA, NE
DOUGLAS
Location
OMAHA, NE
Headquartered in OMAHA, NE, anchoring the Omaha-Council Bluffs-Fremont, NE-IA metro in the Midwest.
- Metro area
- Omaha-Council Bluffs-Fremont, NE-IA
- Region
- Midwest
- County
- DOUGLAS
- Address
- 1113 S 10th St
- Time zone
- CT (UTC-6)
- Office locations
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