RIA Intel›Advisers›MOTZ INVESTOR SERVICES, INC.

MOTZ INVESTOR SERVICES, INC.

Advisory

Data as of Jan 31, 2008 · Source: SEC Form ADV

Total AUM
$507M
1-Year AUM Growth
+1.6%
3-Year CAGR
+6.5%
Employees
0
Assets Under Management
Total AUM$507M
Discretionary AUM$0
Non-Discretionary AUM$507M
Discretionary %0%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record7
First FilingJun 2, 2004
Latest FilingJan 31, 2008
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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