Moreau Investment Management Co (Litchfield)

Moreau Investment Management Co is an adviser based in Litchfield. It manages $19.35 million of regulatory assets for 220 client accounts. It has been registered with the SEC as an adviser since 2001.

Moreau Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Moreau Investment Management: assets under management

The assets under management (AUM) of Moreau Investment Management Co is $19.35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.95 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Moreau Investment Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Moreau Investment Management Co

Roger Robert Moreau has been acting as President since 1 Jan 1992. Nicole Vandevoorde Moreau joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger Robert Moreau	President	1 Jan 1992	50% - 75%	1701859
Nicole Vandevoorde Moreau	Secretary	1 Jan 1992	50% - 75%	4377186

Based in Litchfield

The principal office where Moreau Investment Management Co performs its advisory services is located at 436 North Lake St, Litchfield, CT 06759, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.