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Moseley Investment Management, Inc.

● SEC registered since 2016CRD 124152SEC# 801-107305Bradention, FL
Export (members)
Reg. AUM
$410.4M
Employees
7
Accounts
898
Location
Bradention, FL

Moseley Investment Management, Inc. assets under management

Moseley Investment Management, Inc. is an SEC-registered investment adviser based in Bradention, FL. The firm has been registered since 2016. It reports $410.4 million in regulatory assets under management and employs 7 people.

Moseley Investment Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Dina L VillalobosCcoUnder 5%2016
Ryan Thomas MoseleyVice President10-25%2018
Susan Shepard Moseley ControlPresidentOver 75%1993

Frequently asked questions

How much does Moseley Investment Management, Inc. manage?

Moseley Investment Management, Inc. reports $410.4 million in regulatory assets under management on its Form ADV.

How many employees does Moseley Investment Management, Inc. have?

Moseley Investment Management, Inc. reports 7 employees.

Where is Moseley Investment Management, Inc. located?

Moseley Investment Management, Inc. is based in Bradention, FL and has been SEC-registered since 2016.

Does Moseley Investment Management, Inc. disclose fund performance?

Moseley Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1724 Manatee Avenue W, Bradention, FL 34205
Phone941-745-2799
Fax9417461424
Office hours8:30a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$409.5M
Non-discretionary$839K
Total (RAUM)$410.4M