MORRIS GROUP, INC.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
INDIANAPOLIS, Indiana
CRD number
13181
Registered since
February 18, 1983

Firm profile

FINTRX

Overview

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

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

1 of 1
  • Matthew Reynolds

    President, Chief Financial OfficerCRD 4077413

Contacts

3 of 13
  • NIKKI WHEELER

    Investment Advisor RepresentativeCRD 2818727

  • TIMOTHY MCCOY

    AgentCRD 5853205

  • WAYNE MONROE

    Registered RepresentativeCRD 1118022

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth