Morris Group Advisory Service, Inc

Overview

Morris Group Advisory Service, Inc. is a corporation that operates as a non‑independent retail registered investment adviser with an individual owner. The firm’s client focus is individuals and families; its advisory work centers on portfolio management for individuals and small businesses. It charges fees as a percentage of assets under management and also functions as a registered representative of a broker‑dealer, which affects the mix of advisory and broker‑sold product options it can offer. The firm is not positioned as an active ESG investor, is not a multi‑state adviser, and does not describe itself as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices