Moseley Investments, LLC is a large advisory firm based in Bethesda. It manages $856 million of regulatory assets for 382 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Maryland.
Moseley Investments provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Moseley Investments, LLC is $856 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Moseley Investments, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Moseley Investments is high net worth individuals with 72 clients and $582.6 million of assets under management. Among the 5 most similar advisory firms, Moseley Investments has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $856 million for 382 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Moseley Investments doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Moseley Investments, LLC performs its advisory services is located at 7250 Woodmont Ave., Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-202-580-6400 or by fax 1-202-580-6410. The normal business hours are 8-5 on Monday - Friday.