William MoonCRD Number: 6406557
Current Firm: Hart Capital Management, Inc.
William Moon (CRD# 6406557) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 2 years of experience in the finance industry.
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|Hart Capital Management, Inc.||Spokane, WA||Aug 2013 - Current||3|
|Gonzaga University||Spokane, WA||Sep 2009 - May 2013||3|
|University High School||Spokane, WA||Sep 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management295MILLIONS
Total Number of Accounts419ACCOUNTS
Average Account Value$703,324
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, ID, MT, NV, OR, SC, WA