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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Catalyst meridianHarbor
- Established Date
- 02-01-2005
- Office Locations
- 1
Office Locations
About Morgan Financial Incorporated
Morgan Financial Incorporated is a Pennsylvania-based registered investment adviser providing financial and wealth planning, retirement and estate planning, insurance guidance, and business succession support, serving retirees and business owners. Its investment approach centers on asset allocation using mutual funds and fixed income. Brokerage securities are offered through Cambridge Investment Research, enabling both advisory and brokerage relationships.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
FRANKLIN FREDERICK MORGAN JR
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #3057635
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,000,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $64,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $544,553,227 | 26.8% |
| Cash | $349,489,384 | 17.2% |
| Equity - OTC | $404,351,090 | 19.9% |
| Corporate - Non-Investment Grade | $733,521,324 | 36.1% |
| Total | $2,031,915,025 | 100.0% |