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Last updated: February 18th, 2020. Data source: SEC filings.
Moler Capital Management, federally registered in 1995, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 2 advisors. Moler Capital Management manages $124.7 million and provides investment advisory services for 82 clients (1:41 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||9|
|Percentage of Advisors Trusted||50%|
|Average Client Balance||$1,520,329|
|Total AUM||$124.7 million|
|Advisor / Client Ratio||1:41|
|SEC Filings||View SEC IAPD CRD #106969|
|State(s) Registered||CA, NV|