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).
Total Assets Under Management8MILLION
Total Number of Accounts25ACCOUNTS
Average Account Value$320,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Ellrich (CRD# 2153485) is an Investment Advisor Representative working at Morgan Financial Advisors Inc. in Englewood, FL and has over 26 years of experience in the finance industry.