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Building 2MORGAN FINANCIAL ADVISORS INC

Map pinMANCHESTER, MA
Phone978-526-8007
NotebookSEC #801-57127
Total AUM
$27M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 WASHINGTON STREET
MANCHESTER
MA 01944
USA
Operating Hours
9:30AM-4:00PM
Monday - Friday
Phone
978-526-8007

ReceiptFinancials

Total AUM
$27M
Accounts
45
Discretionary
$27M
Accounts
45
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations

None reported

HandshakeAffiliates

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

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