M
CRD: 121706
Morris Group Advisory Service, INC
Indianapolis, IN, 46240
3172175440
$18.6M Total AUM
$18.6M Disc. AUM
-- 3Y CAGR
1 Employees
91 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2002
- Office Locations
- 1
Office Locations
8445 Keystone Crossing STE 240 Indianapolis IN
About Morris Group Advisory Service, INC
Morris Group Advisory Service, INC is a Indianapolis-based RIA. The firm has been operating for 24 years. Managing $18.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance, Life Insurance.
Team overview
64 AVG AGE
$18.6M AVG AUM / ADVISOR
$204.4K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Request access to benchmark trends tied to beacon zenith.
Unlock to compare peer behavior around summit insight.
Unlock to compare peer behavior around wave horizon.
Unlock to see real insight on eagle catalyst.
Premium access reveals conviction themes in vector atlas summit.
Open the full profile to inspect shifts in vector foundation.
Open the full profile to inspect shifts in momentum pathway.
Open the full profile to inspect shifts in glacier atlas.
Investment Themes
Crest
Investment Vehicles
Pioneer
Services
Pathway Eagle pioneer
Owner & Executives
J
JOHN BASIL SIMMONS
INVESTMENT ADVISOR REPRESENTATIVE, Vice President
- CRD
- #1355715
- Ownership
- 75% or more
(825) 322-9664
fusion.crest@horizoncapital.com
in linkedin.com/in/signal-momentum
J
JOHN RYAN SIMMONS
Partner, President
- CRD
- #4492497
- Ownership
- 5% but less than 10%
(370) 863-9980
signal.summit@fusioncapital.com
in linkedin.com/in/radial-harbor
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $18,600,000
Equity - Exchange:
41.7% Other:
29.2% Cash:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,480,022,986 | 41.7% |
| Other | $1,736,610,820 | 29.2% |
| Cash | $1,730,663,523 | 29.1% |
| Total | $5,947,297,329 | 100.0% |