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MOSS & COMPANY, P.A.
CRD 142028
150 SPARTAN DRIVE, SUITE 120, MAITLAND, FL, 32751, United States
Phone
407-478-6400
Fax
407-209-1409
Registration
— (—)
Source
State registered
Total AUM
$70.0M
Discretionary AUM
$70.0M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Other (specify)
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $5.8M |
| High net worth individuals | 25 | $62.4M |
All web addresses on file
Official SEC filing: View on IAPD