Morgan Consulting, Inc.
Morgan Consulting, Inc. (CRD# 284963) is a financial advisory firm headquartered in , . They manage $3,715,925 in 14 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Morgan Consulting, Inc.
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$265,423
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
AZ, MI
Financial Advisors at Morgan Consulting, Inc.
1
Donald Morgan (CRD# 4420158) is an Investment Advisor Representative working at Morgan Consulting, Inc. in Sun Lakes, AZ and has over 22 years of experience in the finance industry.
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