Moreau Investment Management Co

Moreau Investment Management Co (CRD# 108574) is a financial advisory firm headquartered in , . They manage $22,725,684 in 105 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $216,435
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CT

Financial Advisors at Moreau Investment Management Co
Showing 1 - 1 of 1 top financial advisors.
1
Roger R. Moreau
CRD#: 1701859
Litchfield, CT
93
Wealthminder
score

Roger Moreau (CRD# 1701859) is an Investment Advisor Representative working at Moreau Investment Management Co in Litchfield, CT and has over 30 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.