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MORRIS, WHITTON & ASSOCIATES LLC
503-590-3918
SEC #801-58225Total AUM
$13M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
503-590-3918
Financials
Total AUM
$13M
Accounts
20Discretionary
$7M
Accounts
18Non-Discretionary
$6M
Accounts
2
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Pending Civil Proceeding
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.