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Building 2MORRISON FIDUCIARY ADVISORS, INC.

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Phone412-996-6052
NotebookSEC #801-62217
Total AUM
$54.2M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
412-996-6052

ReceiptFinancials

Total AUM
$54.2M
Accounts
15
Discretionary
$6.7M
Accounts
11
Non-Discretionary
$47.4M
Accounts
4

ContactClients

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Individual Clients
10
AUM
$3.2M
HNW Individual Clients
2
AUM
$11M
Charitable Organization Clients
1
AUM
$4M
Government Entity Clients
2
AUM
$36M

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
PA

HandshakeAffiliates

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

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