Morgan Financial Advisors Inc.

Morgan Financial Advisors Inc. (CRD# 107868) is a financial advisory firm headquartered in Englewood, FL. They manage $8,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Morgan Financial Advisors Inc.
Showing 1 - 1 of 1 top financial advisors.
David J. Ellrich
CRD#: 2153485
Englewood, FL

David Ellrich (CRD# 2153485) is an Investment Advisor Representative working at Morgan Financial Advisors Inc. in Englewood, FL and has over 25 years of experience in the finance industry.

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