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Building 2MORRIS CAPITAL ADVISORS INC

Map pinMALVERN, PA
Phone610-722-0900
NotebookSEC #801-48262
Total AUM
$160.8M
Employees
3
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 CHESTER COMMONS
MALVERN
PA 19355
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
610-722-0900

ReceiptFinancials

Total AUM
$160.8M
Accounts
131
Discretionary
$156.3M
Accounts
122
Non-Discretionary
$4.5M
Accounts
9

ContactClients

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Individual Clients
73
AUM
$118.1M
Investment Company Clients
1
AUM
$26.1M
Pooled Vehicle Clients
2
AUM
$4.1M
Charitable Organization Clients
2
AUM
$12.5M
Corporation or Business Clients
2
AUM
$32.1K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLGAILMONJNYPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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