1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MORSE CAPITAL PARTNERS, LLC

Map pinRICHMOND, VA
Phone804.888.7771
NotebookSEC #801-68819
Total AUM
$246.1M
Employees
4
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9030 STONY POINT PARKWAY
SUITE 590
RICHMOND
VA 23235
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
804.888.7771

ReceiptFinancials

Total AUM
$246.1M
Accounts
347
Discretionary
$246.1M
Accounts
347
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
103
AUM
$76.6M
HNW Individual Clients
20
AUM
$135.5M
Corporation or Business Clients
10
AUM
$34M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEE

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CAFLNCTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account