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Mooney Financial
Mooney Financial
Fee-Only (% of Portfolio)
View SEC Summary
View SEC Summary
Assets Under Management
$92M
Clients
60
Advisors
2
Avg. per Client
$1.5M
Avg. per Advisor
$46M
www.mooneyfi.com
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Location
2 Advisors at this firm
BC
CFP
Benjamin Carter
KS
CFA · CFP
Kevin Sides