The Morgan Group Inc.
The Morgan Group Inc. (CRD# 155180) is a financial advisory firm headquartered in Beaverton, OR. They manage $16,829,000 in 110 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts110ACCOUNTS
Average Account Value$152,991
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Kurt Morgan (CRD# 1652357) is an Investment Advisor Representative working at The Morgan Group Inc. in Beaverton, OR and has over 30 years of experience in the finance industry.