MORRIS GROUP ADVISORY SERVICE, INC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 121706
- Website
- www.morris-group.co
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals63.44%
- HNWI36.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Morris Group Advisory Service, Inc. is a small, corporation-structured advisory firm that serves individual and family clients, with portfolio management geared toward individuals and small businesses. The firm operates through a registered representative relationship with a broker-dealer and charges fees as a percentage of assets under management. Ownership is recorded as individual, and the firm is not positioned as a multi-state adviser, pension consultant, or a specialist in ESG investing.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities60%
- Other39%
- Cash & Cash Equivalents1%
Contacts
2 of 2JOHN SIMMONS
Vice President, PrincipalCRD 1355715
JOHN SIMMONS
PresidentCRD 4492497
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 8445 Keystone Xing
- Time zone
- ET (UTC-5)
- Office locations
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