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James Lee Moffett

SCOUT INVESTMENTS, INC.·KANSAS CITY, Missouri
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928 GRAND BLVD, KANSAS CITY, MO 64106CRD# 4377502Firm CRD# 111787
01

About

James Lee Moffett is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with SCOUT INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SCOUT INVESTMENTS, INC.
SCOUT INVESTMENTS, INC.
AUM
$33.0B
Regulatory assets under management
Employees
53
Total firm employees
View all advisors at SCOUT INVESTMENTS, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4377502
Firm CRD# 111787
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Lee Moffett offer?
James Lee Moffett specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in KANSAS CITY, Missouri for a consultation.
What are James Lee Moffett's credentials?
James Lee Moffett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Lee Moffett located?
James Lee Moffett is based in KANSAS CITY, Missouri, working with SCOUT INVESTMENTS, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does James Lee Moffett charge for services?
James Lee Moffett'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 SCOUT INVESTMENTS, INC.?
SCOUT INVESTMENTS, INC. has approximately 53 employees and manages $33.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCOUT INVESTMENTS, INC.

Daniel Philip Spurgeon
KANSAS CITY, MO
Clyde Francis Wendel
KANSAS CITY, MO
Darren Herrmann
KANSAS CITY, MO
David Bruce Mckinney
KANSAS CITY, MO
Edward Rick Iv
KANSAS CITY, MO
Shannon A Johnson
KANSAS CITY, MO

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