RIA Intel›Advisers›California›MOSHER FINANCIAL ADVISORS LLC

MOSHER FINANCIAL ADVISORS LLC

Advisory

LAFAYETTE, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

—

1-Year AUM Growth

—

3-Year CAGR

—

Employees

9

Assets Under Management

Total AUM—

Discretionary AUM—

Non-Discretionary AUM—

Discretionary %—

Total Clients290

Team

Total Employees9

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

290 clients

145 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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