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Moreno Capital

EST. AUM
$41,600,000

CONTACTS
1

CLIENT ACCOUNTS
26

Firm Details

Metro area Miami
CRD Number 332358
Website morenocapital.co
Client types

Overview

Moreno Capital LLC, established in June 2024 and based in Aventura, Florida, is a client-focused advisory firm led by principal owner Baltazar Moreno. The firm offers personalized asset management and financial planning services tailored to clients' investment goals, risk tolerance, and time horizons. Moreno Capital is committed to transparency, disclosing any material conflicts of interest to clients as required by regulatory standards.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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