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Moss Joseph H Inc (Austin)


Moss Joseph H Inc is an adviser based in Austin. It manages $18 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001.

Moss Joseph H provides portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Moss Joseph H: assets under management

The assets under management (AUM) of Moss Joseph H Inc is $18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.8 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Moss Joseph H Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where Moss Joseph H Inc performs its advisory services is located at 9115 Atwater Cove, Austin, TX 78733, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-329-0184 or by fax 512-329-6984. The normal business hours are 9:00 am - 3:00 pm on Monday - Friday.


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