Moss & Company, P.a.
Moss & Company, P.a. (CRD# 142028) is a financial advisory firm headquartered in Maitland, FL. They manage $55,174,115 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management55MILLION
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Total Number of Accounts102ACCOUNTS
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Average Account Value$540,923
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Moss & Company, P.a.
1
Jeffrey Moss (CRD# 2962688) is an Investment Advisor Representative working at Moss & Company, P.a. in Maitland, FL and has over 26 years of experience in the finance industry.
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