Shareholder · Maat Investment Group Gmbh
Dino A. Moertl
CRD 7972223 · Named on Form ADV at one SEC-registered adviser
At a glance
Maat Investment Group Gmbh, an SEC-registered wealth manager based in Munich, Germany with $1 million in regulatory assets, lists Dino A. Moertl on its Form ADV as Shareholder, a control person.
Firms and roles
- Maat Investment Group GmbhShareholderWealth manager · Munich, Germany · $1M in regulatory assets
AtlasMembers
Dino’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Patrick MoosmannChief Operating Officer, Chief Compliance Officer, Maat Investment Group Gmbh
- Shaun G. HeelanChief Financial Officer, Chief Investment Officer, Maat Investment Group Gmbh
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dino’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.