Moore Investment Partners, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 322654
- Website
- www.mip-llc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.75%
- Individuals20.79%
- Corporations / Businesses0.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Moore Investment Partners, LLC is an independent, individual-owned registered investment adviser that manages portfolios for individuals, small businesses and some institutional clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management alongside a portion of non-discretionary relationships. It reports no active ESG investing program, does not operate as a capital allocator or pension consultant, and is not identified as a related adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds95%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 3540 Toringdon Way
- Time zone
- ET (UTC-5)
- Office locations
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