Morgan Partners LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Wellesley, Massachusetts
CRD number
164032
Registered since
October 19, 2012

Firm profile

FINTRX

Overview

Morgan Partners LLC is an individually owned limited liability company that classifies itself as an investment bank. Public disclosures provide no detail about its advisory activities, client segments, fee arrangements, or day-to-day business functions. The firm does indicate it does not act as a capital allocator and is not an active ESG investor; it also reports it is not organized as a multi-state adviser, not focused on pension consulting, and not identified as a related adviser.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wellesley, MA

Norfolk

Location

Wellesley, MA

Headquartered in Wellesley, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Norfolk
Address
100 Worcester St
Time zone
ET (UTC-5)
Office locations

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