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).
Total Assets Under Management65MILLION
Total Number of Accounts45ACCOUNTS
Average Account Value$1,444,444
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Seymour Moskowitz (CRD# 2443481) is an Investment Advisor Representative working at S.moskowitz Investment Advisory & Consulting, LLC in Indian Wells, CA and has over 23 years of experience in the finance industry.