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James Reginald Moise

LITTLE HOUSE CAPITAL, LLC·BRAINTREE, Massachusetts
Unclaimed Profile
35 BRAINTREE HILL PARK, BRAINTREE, MA 02184CRD# 4969885Firm CRD# 290070
01

About

James Reginald Moise is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with LITTLE HOUSE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LITTLE HOUSE CAPITAL, LLC
LITTLE HOUSE CAPITAL, LLC
AUM
$532M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at LITTLE HOUSE CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4969885
Firm CRD# 290070
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Reginald Moise offer?
James Reginald Moise specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are James Reginald Moise's credentials?
James Reginald Moise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Reginald Moise located?
James Reginald Moise is based in BRAINTREE, Massachusetts, working with LITTLE HOUSE CAPITAL, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does James Reginald Moise charge for services?
James Reginald Moise's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LITTLE HOUSE CAPITAL, LLC?
LITTLE HOUSE CAPITAL, LLC has approximately 8 employees and manages $532M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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