SEC CRD #801-131017
Moment Partners is a wealth management and family office firm that provides personalized investment management, financial planning, tax strategies, and estate planning services. The firm manages over $1B in regulatory assets under management.
CHRISTY J FABIAN
CHIEF COMPLIANCE OFFICER
📞 (415) 523-6868
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AUM
$1.2B
Location
SAN FRANCISCO, CA
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