Moreau Investment Management Co

Moreau Investment Management Co (CRD# 108574) is a financial advisory firm headquartered in , . They manage $22,442,966 in 114 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $196,868
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, MA

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 29 years of experience in the finance industry.

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