M
$49.6M Total AUM
$49.6M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
52 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-01-1974
- Office Locations
- 1
Office Locations
720 South Pleasantburg Drive Greenville SC
About Morgan Investments INC
Morgan Investments INC is a Greenville-based RIA. The firm has been operating for 52 years. Managing $49.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$49.6M AVG AUM / ADVISOR
$919.2K AVG AUM / CLIENT
52.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
52yrs Firm Age
Insights
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Asset Classes
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAYMOND PERRY MORGAN
Chairman, Chief Compliance Officer, President, Vice President
- CRD
- --
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,637,557 | $520,163 |
| Non-Discretionary | $0 | -- |
| Total | $49,637,557 | $520,163 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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