James Morgan Asset Management, LLC

James Morgan Asset Management, LLC (CRD# 282154) is a financial advisory firm headquartered in Broomfield, CO. They manage $8,251,079 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
390 Interlocken Crescent Suite 350, Broomfield, CO 80021
http://www.jameshmorganassetmanagement.com/
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $412,554
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at James Morgan Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Morgan, financial advisor Broomfield CO
James H. Morgan
CRD#: 839120
390 Interlocken Crescent Suite 350, Broomfield, CO 80021

James Morgan (CRD# 839120) is an Investment Advisor Representative working at James Morgan Asset Management, LLC in Broomfield, CO and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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