Morgan Financial Incorporated
Firm details
- Headquarters
- Oley, Pennsylvania
- CRD number
- 133775
- Website
- yourfinancialvision.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals55.47%
- HNWI39.06%
- Charitable Organizations5.47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Morgan Financial Incorporated is an independent, individual-owned registered advisory corporation that provides financial planning and discretionary and non-discretionary portfolio management for individuals, families and small businesses. The firm bills clients using a mix of percentage-of-assets and fixed fees. It is state-registered in Montana and Pennsylvania and does not identify as an active ESG investor, pension consultant, or capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities2%
- Non-Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oley, PA
Berks
Location
Oley, PA
Headquartered in Oley, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Berks
- Address
- 449 B Main St
- Time zone
- ET (UTC-5)
- Office locations
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