Logan M. Moore

ALTS EVAL

Overland Park, KS

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CRD#: 5553038

Professional summary

Logan Michael Moore is a registered financial advisor currently at ALTS EVAL, LLC located in Overland Park, Kansas.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Logan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Logan Moore is a Consultant at OneFund Investments, LLC. OneFund Investments, LLC is an investment platform and Logan Moore's involvement is limited to being an observer of the investment review process that OneFund Investments, LLC goes through when considering a potential venture capital or private equity fund for addition to OneFund's platform. Logan Moore does not have an ownership interest with OneFund Investments, LLC. OneFund Investments, LLC is located in New York, New York. Logan Moore started this position 01/25/2024. This activity accounts for approximately 2 to 3 hours per quarter of his time. Logan Moore does not receive compensation for this role, it does not present a conflict of interest and does not involve clients of AE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Michael Moore's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 14, 2024 - Present

ALTS EVAL, LLC

RIA

CRD#: 329707

Overland Park, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

ALTS EVAL, LLC

CRD#: 329707 / SEC#:

Kansas

Registered Investment Advisory firm - (5/14/2024 Approved)

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Contact information

Main Address

Overland Park, KS

Mailing Address

Phone number

(913) 214-2164

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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