Morris Asset Management
RIASEC Registered
Total AUM
$10.1M
Discretionary
$0
0% of AUM
Avg account
$1.7M
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 149250
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI91.74%
- Individuals8.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Morris Asset Management is an independent, sole-proprietor RIA that serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. The firm bills clients primarily as a percentage of assets under management and delivers advice on a non-discretionary basis. It does not identify as an ESG-focused manager, does not operate as a capital allocator, and is not registered as a multistate or pension consultant adviser.
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
- Non-Exchange Traded Equities41%
- Investment Grade Corp Bonds33%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Contacts
1 of 1
Robert Morris
Sole ProprietorCRD 1164560
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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