Morgan House Capital, LLC
Firm details
- Headquarters
- East Granby, Connecticut
- CRD number
- 330351
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI60.48%
- Individuals39.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Morgan House Capital, LLC is a Connecticut-registered independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individuals and families with financial planning and portfolio management services for individuals and small businesses. Compensation is a mix of percentage-of-assets-under-management and fixed fees. Morgan House Capital is not a multi-state adviser and does not identify as an ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities75%
- US Government Bonds6%
- State & Local Bonds6%
- Sovereign Bonds6%
- Investment Grade Corp Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
East Granby, CT
Hartford
Location
East Granby, CT
Headquartered in East Granby, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.
- Metro area
- Hartford-East Hartford, CT
- Region
- Northeast
- County
- Hartford
- Address
- 9 School St
- Time zone
- ET (UTC-5)
- Office locations
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