Moreau Investment Management Co
Firm details
- Headquarters
- ,
- CRD number
- 108574
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.02%
- Individuals14.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Moreau Investment Management Co. is an independent, privately owned registered investment adviser that provides fee-based portfolio management for individuals, families and small businesses. The firm focuses on discretionary management, charging clients a percentage of assets under management, and concentrates its activities on individualized portfolio oversight rather than institutional consulting or multi-manager capital allocation. Moreau does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities83%
- Cash & Cash Equivalents10%
- US Government Bonds8%
Contacts
2 of 2Roger Moreau
PresidentCRD 1701859
Nicole Moreau
SecretaryCRD 4377186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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