Moler Capital Management

Moler Capital Management (CRD# 106969) is a financial advisory firm headquartered in Irvine, CA. They manage $148,144,878 in 288 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $514,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Moler Capital Management
Showing 1 - 2 of 2 top financial advisors.
1
Randall G. Moler
CRD#: 1513745
9070 Irvine Center Drive, Suite 240, Irvine, CA 92618
93
Wealthminder
score

Randall Moler (CRD# 1513745) is an Investment Advisor Representative working at Moler Capital Management in Irvine, CA and has over 31 years of experience in the finance industry.

2
Matthew R. McKinney
CRD#: 6628851
9070 Irvine Center Drive, Suite 240, Irvine, CA 92618
88
Wealthminder
score

Matthew McKinney (CRD# 6628851) is an Investment Advisor Representative working at Moler Capital Management in Irvine, CA and has over 2 years of experience in the finance industry.

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