CRD: 282154
James Morgan Asset Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PioneerVector +more
- Established Date
- 01-04-2016
- Office Locations
- 1
Office Locations
About James Morgan Asset Management, LLC
James Morgan Asset Management is a Colorado-based, fee-only advisor providing financial planning and discretionary portfolio management. The firm emphasizes principal protection and a relative-strength approach, seeking securities showing strength versus the S&P 500. Led by CFP4 professional Jim Morgan, it serves local individuals and families and primarily implements equity exposure through ETFs, with accounts custodied at Charles Schwab.
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Owner & Executives
JAMES HENRY MORGAN
Chief Compliance Officer, Client Advisor, Managing Member
- CRD
- #839120
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,392,244 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,392,244 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,392,244
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,591,064,004 | 100.0% |
| Total | $6,591,064,004 | 100.0% |