$10.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2009
- Office Locations
- 1
Office Locations
-- Cd'a ID
About Morris Asset Management
Morris Asset Management is a Cd'a-based RIA. The firm has been operating for 17 years. Managing $10.1M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$10.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
17.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
17yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT EUGENE MORRIS
--
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,059,660 | -- |
| Total | $10,059,660 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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