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Building 2JESS S. MORGAN & COMPANY., INC.

Map pinLOS ANGELES, CA
Phone323-634-2400
NotebookSEC #801-4740
Total AUM
$278.3M
Employees
18
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5900 WILSHIRE BLVD.
SUITE 2300
LOS ANGELES
CA 90036-3697
United States
Operating Hours
9:00 AM 6:00 PM
Monday - Friday
Phone
323-634-2400

ReceiptFinancials

Total AUM
$278.3M
Accounts
190
Discretionary
$278.3M
Accounts
190
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$13M
HNW Individual Clients
43
AUM
$240.4M
Pooled Vehicle Clients
5
AUM
$7.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
3
AUM
$14.7M
Corporation or Business Clients
2
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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