Assets Under Management
$3.1B
Number of Clients
4,509
Number of Advisors
69
Average Client AUM
$686K
AUM per Advisor
$44.9M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Moors & Cabot offers investment management services through its Portfolio Management Program (PMP), referrals to third-party wrap fee programs, and financial planning services. They provide advice on various securities and tailor recommendations to individual client needs and objectives.
One Federal Street, 19th Floor, Boston, MA, 02110