サインイン 無料でサインアップします。

Moseley Kelly French Corp. (Atlanta)


Moseley Kelly French Corp. is a large advisory firm based in Atlanta. It manages $221.81 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Georgia.

Logo

Moseley Kelly French Corp provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Moseley Kelly French Corp: assets under management

The assets under management (AUM) of Moseley Kelly French Corp. is $221.81 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $221.81 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.36 million each.
Moseley Kelly French Corp has custody of $161.33 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Moseley Kelly French Corp. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Charles Durwood Moseley General partner 1 Jun 2000 25% - 50% 341192
Brenda Moseley Partner 1 Jun 2000 25% - 50% 6048056
Russell French General partner 1 Jun 2000 Other 6047627
Russell Reid French Partner 1 Jun 2000 25% - 50% 2531721
Tracy French Mcmillan Partner 1 Jun 2000 25% - 50% 6048482

Based in Atlanta

The principal office where Moseley Kelly French Corp. performs its advisory services is located at 4200 Northside Parkway, Atlanta, GA 30327 3054, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-233-1966 or by fax 404-239-9280. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.noro-moseley.com.


Registered investment advisers similar to Moseley Kelly French Corp.