Advisor at The Informed Momentum Company LLC
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Firm
The Informed Momentum Company LLC
Location
Solana Beach, CA 92075
Credentials
Series 63, Series 65
Industry experience
23 years
Joshua Moss is a financial advisor with The Informed Momentum Company LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Eam Investors, LLC since 2007. The Informed Momentum Company LLC provides discretionary investment management of public equity strategies primarily to pooled and institutional clients, including pension and government entities. The firm applies its proprietary Informed Momentum™ process across various U.S. equity market capitalizations, emphasizing systematic discovery, fundamental analysis, and active execution.
Based on The Informed Momentum Company LLC
Based on The Informed Momentum Company LLC
$0 - /style dependent: 0.20% annually for U.S. Large Cap $0 - /style dependent: 0.35% annually for U.S. Mid Cap $0 - /style dependent: 0.50% annually for U.S. Small Cap $0 - /style dependent: 0.50% annually for U.S. Micro Cap $0 - /style dependent: 0.50% annually for U.S. Ultra Micro Cap
Performance-based incentive fees up to 20% of total return over 3-month or 12-month periods, negotiated with qualified clients, may include high-water mark provisions.
Account minimum: $5,000,000
215 Highway 101, Suite 216
Solana Beach, CA 92075
California
Eam Investors, Llc
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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