Morris Group, Inc.

Broker-DealerFINRA MemberEst. 1983
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 and has been SEC-registered since 1983. According to FINTRX, the firm is individually owned and categorized as "Unclassified" in the platform's taxonomy. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, not newly formed, and is not flagged as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

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

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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