Mos Capital, Inc.
Mos Capital, Inc. (CRD# 109612) is a financial advisory firm headquartered in Ponte Vedra Beach, FL. They manage $183,433,062 in 332 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management183MILLION
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Total Number of Accounts332ACCOUNTS
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Average Account Value$552,509
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, OH, TX, VA
Financial Advisors at Mos Capital, Inc.
1
Jillian Martin O'neil (CRD# 1753554) is an Investment Advisor Representative working at Mos Capital, Inc. in Ponte Vedra Beach, FL and has over 35 years of experience in the finance industry.
2
William Moore (CRD# 1927182) is an Investment Advisor Representative working at Mos Capital, Inc. in Norfolk, VA and has over 34 years of experience in the finance industry.
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