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Building 2MORSE ASSET MANAGEMENT, INC.

Map pinDARIEN, CT
Phone646-568-4083
NotebookSEC #801-108550
Total AUM
$534.3M
Employees
6
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 OLD KINGS HIGHWAY SOUTH
SUITE 200
DARIEN
CT 06820
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
646-568-4083

ReceiptFinancials

Total AUM
$534.3M
Accounts
287
Discretionary
$534.3M
Accounts
287
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$53.2M
HNW Individual Clients
144
AUM
$413.1M
Charitable Organization Clients
11
AUM
$64.8M
Corporation or Business Clients
7
AUM
$3.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAILMAMDMENHNJNVNYOHPAPRRITXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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