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Moore Financial Advisors, Ltd.

● SEC registered since 2025CRD 130421SEC# 801-131897Belmont, MA
Export (members)
Reg. AUM
$111.1M
Employees
4
Accounts
330
Location
Belmont, MA

Moore Financial Advisors, Ltd. assets under management

Moore Financial Advisors, Ltd. is an investment advisory firm registered with the SEC based in Belmont, MA. The firm has been registered since 2025. It reports $111.1 million in regulatory assets under management and employs 4 people.
mooreadvisors.comView on SEC.gov ↗

Moore Financial Advisors, Ltd. owners & executives

1 reported
NameTitleOwnershipSince
Robert Frederick Kania ControlOwner, President, Chief Investment Officer, Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Moore Financial Advisors, Ltd. manage?

Moore Financial Advisors, Ltd. reports $111.1 million in regulatory assets under management on its Form ADV.

How many employees does Moore Financial Advisors, Ltd. have?

Moore Financial Advisors, Ltd. reports 4 employees.

Where is Moore Financial Advisors, Ltd. located?

Moore Financial Advisors, Ltd. is based in Belmont, MA and has been SEC-registered since 2025.

Does Moore Financial Advisors, Ltd. disclose fund performance?

Moore Financial Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address83 Leonard Street, Office #9, Belmont, MA 02478-2505
Phone617-393-9999
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$83.1M
Non-discretionary$28M
Total (RAUM)$111.1M