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MOORE FINANCIAL ADVISORS, LTD.
CRD 130421 · SEC 801-131897
83 LEONARD STREET, OFFICE #9, BELMONT, MA, 02478-2505, United States
Phone
617-393-9999
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.2M
Discretionary AUM
$97.2M
Team
4 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $24.8M |
| High net worth individuals | 48 | $102.4M |
States served
MA, RI, NH
All web addresses on file
Official SEC filing: View on IAPD