linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Moss BAY Capital

Headquartered in KIRKLAND, WA

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Moss BAY Capital is an investment advisor that manages $4.9 million in assets. The firm provides portfolio management services for individuals and pooled investment vehicles. The majority of their clients are pooled investment vehicles, followed by high-net-worth individuals.

Moss BAY Capital

$4.94M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

MOSS BAY CAPITAL has a total of 1 branch locations across the country.
location

KIRKLAND, WA

Advisors at Moss BAY Capital

View All 1 Advisors
Unclaimed
Colin J Dresser

RA

KIRKLAND, WA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Moss BAY Capital is right for you?

Disclosures

There are no public disclosures for Moss BAY Capital.

Frequently Asked Questions (5)

Not sure if Moss BAY Capital is right for you?