Morris Group, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
13
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 with individual ownership. The firm's public profile in the dataset is sparse: it is categorized as "Unclassified" and the available fields indicate it does not self-identify as a capital allocator, does not flag itself as an active ESG investor, and is not designated as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide descriptions of its advisory or business activities, fee structure, or client segments in the supplied data.

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

    Matthew Reynolds

    President, Chief Financial OfficerCRD 4077413

Contacts

3 of 12
  • Nikki Wheeler

    Registered AdviserCRD 2818727

  • Ronald Campbell

    Investment Advisor RepresentativeCRD 2559717

  • Barry Muhs

    AgentCRD 342186

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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