Moondance Investment Advisors, LLC (New Hope)

Name: Moondance Investment Advisors, LLC
Address: 247 N. Main Street, New Hope, PA, 18938
Telephone: 215-808-0868

Moondance Investment Advisors, LLC is an adviser based in New Hope. It manages $15.67 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Pennsylvania.

Moondance Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Moondance Investment Advisors: assets under management

The assets under management (AUM) of Moondance Investment Advisors, LLC is $15.67 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.57 million in discretionary accounts and $2.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $193.83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $175 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Moondance Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

Based in New Hope

The principal office where Moondance Investment Advisors, LLC performs its advisory services is located at 247 N. Main Street, New Hope, PA 18938, which is also the mailing address of the firm. An additional office of the firm is in Lower Southhampton, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-808-0868 or by fax 609-895-7395. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.moondanceinvestments.com.

Moondance Investment Advisors, LLC (New Hope)

Moondance Investment Advisors: assets under management

Fees & Commissions

Based in New Hope

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