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MOY INVESTMENT MANAGEMENT, LLC
CRD 150924
300 E-BUSINESS WAY, SUITE 200, CINCINNATI, OH, 45241, United States
Phone
513-247-6102
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$81.4M
Discretionary AUM
$81.4M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; % OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $4.4M |
| High net worth individuals | 16 | $77.0M |
Official SEC filing: View on IAPD