Raab & Moskowitz Asset Management Llc
- Regulatory AUM
- $643M
- Discretionary
- $643M
- Clients
- 424
- Avg AUM / client
- $1.5M
- Accounts
- 622
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $69.9M | 10.9% |
| High net worth individuals | 378 | $573M | 89.1% |
| Charitable organizations | Fewer than 5 clients | $305K | 0.05% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Herman Moskowitz | Manager/Chief Compliance Officer | CFP | Jun 2010 (16y) | 75% or more |
| Raab, Donna, Theresa | Trustee | Oct 2016 (10y) | GP / trustee / elected manager of Donna D. Raab Revocable Trust (indirect) | |
| Gerard Brian Mcgeough | Registered representative | Dec 2017 (9y) | ||
| John Lui | Registered representative | Nov 2025 (1y) | ||
| Robert Moskowitz | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Donna D. Raab Revocable Trust | Member | Oct 2016 | A | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 825 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $643M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗