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Building 2MORGAN J P FSB

Map pinPALM BEACH, FL
Phone561-838-4600
NotebookSEC #801-45205
Total AUM
$20B
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
109 ROYAL PALM WAY
PALM BEACH
FL 33480
USA
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
561-838-4600

ReceiptFinancials

Total AUM
$20B
Accounts
4,129
Discretionary
$6.8B
Accounts
1,101
Non-Discretionary
$13.2B
Accounts
3,028

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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