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Building 2MORRIS FINANCIAL CONCEPTS, INC.

Map pinMOUNT PLEASANT, SC
Phone843-884-6192
NotebookSEC #801-60830
Total AUM
$538.4M
Employees
10
Clients
294

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
409 COLEMAN BLVD, STE 100
MOUNT PLEASANT
SC 29464-5318
United States
Operating Hours
M-F 9AM-5PM; F 9AM-1PM
Monday - Friday
Phone
843-884-6192

ReceiptFinancials

Total AUM
$538.4M
Accounts
938
Discretionary
$521.4M
Accounts
911
Non-Discretionary
$17M
Accounts
27

ContactClients

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Individual Clients
176
AUM
$92.6M
HNW Individual Clients
117
AUM
$440.9M
Pension/Profit Sharing Plan Clients
1
AUM
$4.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGALANCSCTXVA

HandshakeAffiliates

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

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