← Tributary

MONEDA USA, INC.

NEW YORK, NY · CRD 157833 · IAPD ↗ · monedausa.com · +12125840585

$694.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
April 2024 — MONEDA USA, INC. crossed $500M in regulatory AUM ($316.6M -> $528.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.