MORRIS GROUP, INC.
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 13181
- Registered since
- February 18, 1983
- Website
- www.morrisgroupinc.com
Firm profile
FINTRXOverview
Morris Group, Inc. is organized as a corporation and is recorded as an SEC-registered adviser since 1983. The firm is owned by an individual and is classified in FINTRX’s snapshot as “Unclassified.” The profile indicates the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. The FINTRX entry does not include discrete descriptions of the firm’s advisory activities, client segments, fee schedule, or other business lines, so public disclosure about its service model and investment focus is limited.
Assets & Accounts
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
Owners & executives
1 of 1Matthew Reynolds
President, Chief Financial OfficerCRD 4077413
Contacts
3 of 13NIKKI WHEELER
Investment Advisor RepresentativeCRD 2818727
TIMOTHY MCCOY
AgentCRD 5853205
WAYNE MONROE
Registered RepresentativeCRD 1118022
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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