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Building 2MORRIS WEALTH MANAGEMENT

Map pinANDERSON, CA
Phone530-365-1234
NotebookSEC #801-77751
Total AUM
$34.2M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2807 CHILDRESS DR
ANDERSON
CA 96007
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
530-365-1234

ReceiptFinancials

Total AUM
$34.2M
Accounts
242
Discretionary
$27.9M
Accounts
180
Non-Discretionary
$6.3M
Accounts
62

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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