NORO-MOSELEY PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2016
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
162877
Registered since
February 1, 2016

Firm profile

FINTRX

Overview

Noro-Moseley Partners is a corporate-structured investment adviser that registered with the SEC in 2016. The firm is individually owned and identifies as an unclassified adviser; it does not describe itself as a capital allocator, multi-state adviser, pension consultant, or related adviser. The firm does not characterize itself as an active ESG investor. Its primary regulatory and organizational profile suggests a focus on managing pooled private vehicles rather than operating a broad retail advisory business. The firm serves as a sponsor and acts in general partner and managing member roles for pooled investment vehicles, indicating its business model centers on originating and operating private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM HUDSON

    Chief Financial OfficerCRD 6043560

Contacts

2 of 2
  • ALAN TAETLE

    General PartnerCRD 6043566

  • ALLEN MOSELEY

    Managing General PartnerCRD 2186325

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

FULTON

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
FULTON
Address
3284 Northside Pkwy NW
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth