Moneda Usa, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Moneda Usa, Inc
Overview
Moneda Usa, Inc operates as a financial advisory company headquartered in New York, New York. Moneda Usa, Inc handles $316.6 million in total assets over four customer accounts, placing it in the mid-tier of financial advisory firms in the country by assets under management (AUM). The firm has a small group, including 2 financial advisors. Moneda Usa, Inc is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, options and stocks.
Moneda Usa, Inc manages all of its client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell judgments without needing the customer's authorization. The investment advisory firm's average account size is $79.1 million. The typical advisor at Moneda Usa, Inc manages around two client accounts, making it one of the most personalized financial advisor firms in the country.
The firm's headquarters is located at 601 Lexington Avenue, New York, New York 10022. The firm is legally permitted to provide services to investors in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Moneda Usa, Inc by the Numbers
$316.6 million
5
4
$79.1 million
Fee Structure
Fees charged by financial advisors largely vary depending on the type of financial services provided. However, fees billed by Moneda Usa, Inc may include some combination of the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its four customers, Moneda Usa, Inc's biggest client type is pooled investment vehicles. About 75% of the firm's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Moneda Usa, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.