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JOHN MOORE & ASSOCIATES INC
CRD 109791 · SEC 801-55123
8220 SAN PEDRO DR NE, SUITE 310, ALBUQUERQUE, NM, 87113, United States
Phone
505-881-5100
Fax
505-881-5289
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.03B
Discretionary AUM
$828.8M
Team
14 total employees; 9 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 488 | $162.5M |
| High net worth individuals | 226 | $843.8M |
| Pension/profit sharing plans | 2 | $5.8M |
| Charitable organizations | 8 | $2.7M |
| Corporations/business entities | 5 | $13.9M |
States served
AZ, CA, CO, GA, LA, NM, NC, OR, TX
All web addresses on file
Official SEC filing: View on IAPD