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MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152 · SEC 801-107305
1724 MANATEE AVENUE W, BRADENTION, FL, 34205, United States
Phone
941-745-2799
Fax
9417461424
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$456.8M
Discretionary AUM
$447.6M
Team
7 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersWEALTH MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 246 | $107.0M |
| High net worth individuals | 113 | $334.2M |
| Corporations/business entities | 5 | $6.2M |
States served
CO, LA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD