Modera Wealth Management is an investment advisor in Westwood with $6.80 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
273774197
SEC advisor number
801-71973
FINRA CRD number
155649
AUM ?
$12.53 bn
(as of 26 Mar 24)
Accounts
18,992
(as of 26 Mar 24)
Employees
200
(100 investment advisory or research)
Address
Modera Wealth Management
56 JEFFERSON AVENUE
2ND FLOOR
WESTWOOD
NJ 07675
56 JEFFERSON AVENUE
2ND FLOOR
WESTWOOD
NJ 07675
Phone
(201)768-4600
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 Nov 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22