Maxwell And Morse Capital Management, Inc.

Maxwell And Morse Capital Management, Inc. (CRD# 118334) is a financial advisory firm headquartered in Tulsa, OK. They manage $50,886,576 in 212 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5026 East 101st Street, Suite A, Tulsa, OK 74137
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $240,031
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Maxwell And Morse Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Maxwell, financial advisor Tulsa OK
Jeffrey L. Maxwell
CRD#: 4578335
5026 East 101st Street, Suite A, Tulsa, OK 74137

Jeffrey Maxwell (CRD# 4578335) is an Investment Advisor Representative working at Maxwell And Morse Capital Management, Inc. in Tulsa, OK and has over 21 years of experience in the finance industry.

2
Marvin Morse, financial advisor Tulsa OK
Marvin L. Morse
CRD#: 4498190
6950 South Utica Avenue, Tulsa, OK 74136

Marvin Morse (CRD# 4498190) is an Investment Advisor Representative working at Maxwell And Morse Capital Management, Inc. in Tulsa, OK and has 1 year 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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