MOFFETTNATHANSON
MOFFETTNATHANSON LLC
CRD 327787
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
1325 AVENUE OF THE AMERICAS, 29TH FLOOR, NEW YORK, NY, 10019, United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
21 total employees; 19 advisory reps; 325 broker-dealer reps
Clients
—
Fees
Subscription fees; SPEAKING ENGAGEMENTS
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Other investment advisers | 275 | — |
| Corporations/business entities | 50 | — |
All web addresses on file
Official SEC filing: View on IAPD