Elliot Moses is a registered investment advisor at Sanguine Owl, Lc, based in Ogden, UT, with 20 years of industry experience. Elliot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $1.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable.
Fee Estimator
Location
Ogden, UT
Get directionsHistory
Regulatory History (1)
Financial
January 2017Other Business Activities
Elliot is the CEO of DACO Enterprises, Inc. in manufacturing, and a member manager for several related businesses involving equipment leasing, real estate leasing, and raw material sales, as well as managing member for a family LLC. These activities take nearly all of Elliot's time.
Employment History
Current Registrations
Sanguine Owl, Lc
Previous Registrations
Sanguine Owl, Lc
Spear Capital Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.