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MOSHER FINANCIAL ADVISORS LLC
CRD 291088
3658 MT. DIABLO BLVD, STE. 210, LAFAYETTE, CA, 94549, United States
Phone
925-284-9470
Fax
925-284-9492
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
9 total employees; 3 advisory reps; 290 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 145 | — |
| High net worth individuals | 145 | — |
All web addresses on file
Official SEC filing: View on IAPD