MCDUFFIE/MORRIS FINANCIAL GROUP, INC.

Overview

Mcduffie/Morris Financial Group, Inc. is a privately owned corporate advisory firm that has been SEC-registered since 1996. The firm is listed as an owner-type "Individual" and is classified in the source dataset as "Unclassified," indicating the provider did not assign it to a standard RIA subtype. The record flags several operational attributes: it is not identified as a capital allocator, not active on ESG criteria, not designated as a multi-state adviser, and it is not recorded as a pension consultant or a related adviser. The dataset provided contains little detail about the firm's service mix, fee arrangements, target client segments, or specific advisory activities; those items were either not reported or not captured in the source. Similarly, there are no public disclosures in the file about investment strategies, product preferences, public holdings, or the use of alternative investments. Available administrative data indicate the firm maintains two office locations, though the dataset does not supply addresses or regional focus. AUM and client counts are not reported in the source file.