


Moeller Investment Group
Financial Services • Chesterfield, Missouri, United States • 1-10 Employees
Company overview
| Headquarters | 14767 N Outer 40 Rd, Suite 201, Chesterfield, Missouri 63017, US |
| Phone number | +16367353025 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Investment Planning, Financial Services, CFA, Financial Consulting, Executive Compensation, Retirement Planning, Mutual Funds, Investment Management, Equity Investments, Investment Strategy, Investment Strategies, Incentive Compensation, Institutional Investing, Certified Financial Planner, Equity Compensation, Individual Investing, Cfas, Executive Incentive Compensation, Client Assets Under Management, Executive Equity Compensation, Investment Asset Growth, Investment Income Distribution, Tangible Return Strategy |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Moeller Investment Group
Jason Berg
Managing Director - Investments At Moeller Investment Group
Moeller Investment Group Email Formats
Moeller Investment Group uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@moellerinvestmentgroup.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@moellerinvestmentgroup.com | 100% |
About Moeller Investment Group
We help client be good stewards of capital. Our investment strategy focuses on generating a rising stream of income for individuals and institutions using dividend growth equities and high-quality fixed income instruments. We take a boutique approach to each portfolio by addressing needs, goals, and objectives to pursue superior, risk-adjusted returns. Our investment process is oriented toward downside resilience, lower volatility, and consistent returns over full market cycles. We believe optimal performance can be achieved through long-term investing and not short-term speculative trading. Learn more at moellerinvestmentgroup.com Exposure to these asset classes may be achieved through products like mutual funds and/or exchange traded funds. Dividends are not guaranteed and are subject to change or elimination. Investing in fixed income securities involves certain risks such as market risk if sold prior to maturity and credit risk. All fixed income investments may be worth less than original cost upon redemption or maturity. Diversification does not guarantee profit or protect against loss in declining markets. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use only by residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WI). CA Insurance Producer License Number 0B90605. Resident State [MO].
Moeller Investment Group revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Moeller Investment Group has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Moeller Investment Group has never raised funding before.
Moeller Investment Group Tech Stack
Discover the technologies and tools that power Moeller Investment Group's digital infrastructure, from frameworks to analytics platforms.
SSL/TLS certificate authorities
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Security
Frequently asked questions
4.8
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