S.moskowitz Investment Advisory & Consulting, LLC

S.moskowitz Investment Advisory & Consulting, LLC (CRD# 112721) is a financial advisory firm headquartered in Indian Wells, CA. They manage $65,000,000 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at S.moskowitz Investment Advisory & Consulting, LLC
Showing 1 - 1 of 1 top financial advisors.
Seymour Moskowitz
CRD#: 2443481
Indian Wells, CA

Seymour Moskowitz (CRD# 2443481) is an Investment Advisor Representative working at S.moskowitz Investment Advisory & Consulting, LLC in Indian Wells, CA and has over 22 years of experience in the finance industry.

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