Moore Financial Advisors, Ltd.
Moore Financial Advisors, Ltd. is an SEC-registered ria in Belmont, MA with $127.2M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Moore Financial Advisors, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130421, SEC 801-131897, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $127.2M (2026-04-01)
- Firm type
- Ria
- Location
- Belmont, MA
- Employees
- 4
- Clients
- 92
- CRD
- 130421
- Ownership
- KANIA, ROBERT, FREDERICK
How much AUM does Moore Financial Advisors, Ltd. have?
Moore Financial Advisors, Ltd. reported $127.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Moore Financial Advisors, Ltd.?
Disclosed owners and executives of Moore Financial Advisors, Ltd. include KANIA, ROBERT, FREDERICK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.