Morgan Financial Incorporated
Morgan Financial Incorporated (CRD# 133775) is a financial advisory firm headquartered in Boyertown, PA. They manage $42,000,000 in 181 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts181ACCOUNTS
Average Account Value$232,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Franklin Morgan (CRD# 3057635) is an Investment Advisor Representative working at Morgan Financial Incorporated in Boyertown, PA and has over 20 years of experience in the finance industry.