The Moorings Group

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

5605 Glenridge Dr Ste 1080, Sandy Spring...

Phone Number

(770) 395-3366

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About The Moorings Group

The Moorings Group specializes in custom fixed income portfolio management, focusing on high-quality portfolios tailored to each client's risk-return preferences. Their primary goal is to achieve competitive after-tax returns while ensuring capital preservation and income for their clients. They serve a diverse clientele, including family offices, wealth managers, financial advisors, and broker-dealers. The company emphasizes a distinctive investment philosophy and process to meet the unique needs of their clients.Explore more
The Moorings Group's Social MediaPopular SearchesThe Moorings Group LLCMoorings Group LLCThe Moorings GroupMoorings GroupMooringsgroup.comSIC Code 62,628NAICS Code 52,523Show more

The Moorings Group Org Chart

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MP
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Partner & Chief Investment Officer

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Investment Operations Data Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Moorings Group

<$5M
1-10
Private
-
2003
MP
Michele PoirierPartner & Chief Investment Officer
$7.9M
11-50
Private
<$5M
1990
GS
Gerald SmithChairman, CEO
<$5M
11-50
Private
-
1997
DP
Daniel PeimerVice President, Client Service
<$5M
1-10
Private
-
2015
JS
James SlatteryPresident & Chief Operating Officer & Chief Financial Officer
<$5M
1-10
Private
-
1976
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
2001
AH
Asta Haas-HeyeDirector, Operations
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

The Moorings Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The Moorings Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The Moorings Group.

The Moorings Group Tech Stack

A closer look at the technologies used by The Moorings Group

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Frequently Asked Questions Regarding The Moorings Group

What is The Moorings Group's official website?
The Moorings Group's official website is www.mooringsgroup.com
What is The Moorings Group's Revenue?
The Moorings Group's revenue is <$5 Million
What is The Moorings Group's SIC code?
The Moorings Group's SIC: 62,628
What is The Moorings Group's NAICS code?
The Moorings Group's NAICS: 52,523
How many employees does The Moorings Group have?
The Moorings Group has 1-10 employees
What industry does The Moorings Group belong to?
The Moorings Group is in the industry of: Finance, Securities Trading
What is The Moorings Group competition?
The Moorings Group top competitors include: Piton Investment Management, Altman Investment Management, Garrett Nagle, Journey Capital Advisers
What technology does The Moorings Group use?
Some of the popular technologies that The Moorings Group uses are: AppRiver, Microsoft 365, Microsoft Exchange Online
How do I contact The Moorings Group?
The Moorings Group contact info: Phone number: (770) 395-3366 Website: www.mooringsgroup.com
What does The Moorings Group do?

The Moorings Group specializes in custom fixed income portfolio management, focusing on high-quality portfolios tailored to each client's risk-return preferences. Their primary goal is to achieve competitive after-tax returns while ensuring capital preservation and income for their clients. They serve a diverse clientele, including family offices,... wealth managers, financial advisors, and broker-dealers. The company emphasizes a distinctive investment philosophy and process to meet the unique needs of their clients.Read More

What are The Moorings Group social media links?
The Moorings Group Linkedin page
Is The Moorings Group a public company?
The Moorings Group is private company therefore does not currently have an official ticker symbol
See more information about The Moorings Group

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