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Dana James Moreau

COMMONFUND OCIO, INC.·WILTON, Connecticut
Unclaimed Profile
15 OLD DANBURY ROAD, WILTON, CT 06897-0812CRD# 5870902Firm CRD# 110689
01

About

Dana James Moreau is a registered financial advisor based in WILTON, Connecticut, affiliated with COMMONFUND OCIO, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COMMONFUND OCIO, INC.
COMMONFUND OCIO, INC.
AUM
$20.2B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at COMMONFUND OCIO, INC. →
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5870902
Firm CRD# 110689
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Dana James Moreau offer?
Dana James Moreau specializes in Retirement Planning, Wealth Management. Contact their office in WILTON, Connecticut for a consultation.
What are Dana James Moreau's credentials?
Dana James Moreau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dana James Moreau located?
Dana James Moreau is based in WILTON, Connecticut, working with COMMONFUND OCIO, INC.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Dana James Moreau charge for services?
Dana James Moreau's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMMONFUND OCIO, INC.?
COMMONFUND OCIO, INC. has approximately 42 employees and manages $20.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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