MOSS, LUSE & WOMBLE, LLC

PLANO, Texas·4 registered advisors·CRD# 152841
SEC# 801-1149730972-674-2584
01

Firm Overview

AUM
$436M
Regulatory assets under management
Employees
36
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MOSS, LUSE & WOMBLE, LLC

4 registered advisors
Jason Stanton Luse
PLANO, Texas
Jeffrey Matthew Moss
PLANO, Texas
Michael Avery Womble
PLANO, Texas
Stefanie Janine Moss
ADDISON, Texas
05

Office Locations

PLANO, Texas
3 advisors
ADDISON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. MOSS, LUSE & WOMBLE, LLC (CRD# 152841) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.