Raab & Moskowitz Asset Management is an investment advisor in Chatham with $440.65 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
223751240
SEC advisor number
801-58135
FINRA CRD number
111987
AUM ?
$440.65 mm
(as of 12 Apr 22)
Accounts
810
(as of 12 Apr 22)
Employees
5
(3 investment advisory or research)
Address
Raab & Moskowitz Asset Management
10 TOWNSQUARE, SUITE 100
CHATHAM
NJ 07928
10 TOWNSQUARE, SUITE 100
CHATHAM
NJ 07928
Office hours
Monday - Friday, 9:00 AM. TO 5:00 P.M.
Phone
973.635.8889
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Moskowitz, Daniel, Herman | Manager/chief Compliance Officer | 01/2011 | > 75% |
Donna D. Raab Revocable Trust | Member | 10/2016 | 25-50% |
Raab, Donna, Theresa | Trustee | 10/2016 |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21