Morgan Financial Incorporated
Morgan Financial Incorporated (CRD# 133775) is a financial advisory firm headquartered in Boyertown, PA. They manage $60,871,806 in 343 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management61MILLION
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Total Number of Accounts343ACCOUNTS
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Average Account Value$177,469
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT, PA
Financial Advisors at Morgan Financial Incorporated
1
Franklin Morgan (CRD# 3057635) is an Investment Advisor Representative working at Morgan Financial Incorporated in Boyertown, PA and has over 26 years of experience in the finance industry.
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