MOSS & COMPANY, P.A.

MOSS & COMPANY, P.A. of MAITLAND, FL is an SEC-registered investment adviser (CRD 142028). Regulatory assets under management: $70.0M.

Registration

• CRD: 142028
• Type: Registered investment adviser
• Location: 150 SPARTAN DRIVE, MAITLAND, FL, 32751
• Phone: 407-478-6400
• Latest filing: 2026-02-26
• Regulatory AUM: $70.0M
• Discretionary AUM: $70.0M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search