Mcduffie/Morris Financial Group, Inc.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 39654
- Registered since
- February 1, 1996
Firm profile
FINTRXOverview
Mcduffie/Morris Financial Group, Inc. is a corporation that registered with the SEC in 1996 and is reported as individually owned. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The firm is not listed as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser in the available data. Public filings and the FINTRX snapshot provide minimal detail about the firm’s service lines, client segments, or advisory activities; the firm has not reported its investment preferences or manager allocation interests in the source data provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Clifton Morris
PresidentCRD 340395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 18328 Rosapenny Rd
- Time zone
- ET (UTC-5)
- Office locations
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