Mcduffie/Morris Financial Group, Inc.

Overview

Mcduffie/Morris Financial Group, Inc. is organized as a corporation and has been SEC-registered since 1996. FINTRX classifies the firm as unclassified and identifies it as individually owned rather than as part of a multi-adviser or related-adviser structure. The dataset indicates the firm is not a capital allocator, is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not described as a pension consultant. The public profile in FINTRX contains limited detail on business lines, advisory activities, fee schedules, or client segments. That lack of descriptive disclosure means there is little visibility into the firm’s target clients, service model, or portfolio construction approach from the available record.

Assets & Accounts

Location & Offices