Moran Wealth Management is an investment advisor in Naples with $2.54 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
831956089
SEC advisor number
801-123682
FINRA CRD number
319208
AUM ?
$4.27 bn
(as of 26 Mar 24)
Accounts
10,644
(as of 26 Mar 24)
Employees
44
(26 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23