Moment Private Wealth
Moment Private Wealth (CRD# 313223) is a financial advisory firm headquartered in Saint Louis, MO. They manage $112,149,459 in 286 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management112MILLION
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Total Number of Accounts286ACCOUNTS
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Average Account Value$392,131
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MO, TX
Financial Advisors at Moment Private Wealth
1
Luke Turner (CRD# 6486767) is an Investment Advisor Representative working at Moment Private Wealth in Saint Louis, MO and has over 7 years of experience in the finance industry.
2
Jacob Turner (CRD# 7286504) is an Investment Advisor Representative working at Moment Private Wealth in Saint Louis, MO and has over 3 years of experience in the finance industry.
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