Mcduffie/Morris Financial Group, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
39654
Registered since
February 1, 1996

Firm profile

FINTRX

Overview

Mcduffie/Morris Financial Group, Inc. is organized as a corporation under individual ownership and is categorized in available records as "Unclassified." The dataset provides minimal detail about the firm's business model: there are no entries for fee structure, client segments, or specific advisory activities. The firm is not identified as an active ESG investor, does not operate as a capital allocator, is not listed as a multi-state adviser, and is not marked as a pension consultant or related adviser. Given the sparse disclosures, there is no clear public indication of target client types, product emphasis, or a stated investment philosophy. That limits the ability to profile how the firm sources opportunities or differentiates itself in the market.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Clifton Morris

    PresidentCRD 340395

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth