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MOIRAI WEALTH MANAGEMENT LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$335.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 251.3M |
| Non-Discretionary | 84.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 109675 |
| SEC Number | 801-114836 |
| Phone | 415-981-1541 |
| Fax | 415-981-1542 |
| Total Employees | 5 |
Client Count by Type (56 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 29 |
| Individuals (other than H… | 24 |
| Charitable Organizations | 3 |
County data not available for this organization.