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).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $152,991
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AZ, OR

Financial Advisors at The Morgan Group Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Kurt E. Morgan
CRD#: 1652357
14631 Sw Millikan Way, Suite 3, Beaverton, OR 97003
93
Wealthminder
score

Kurt Morgan (CRD# 1652357) is an Investment Advisor Representative working at The Morgan Group Inc. in Beaverton, OR and has over 29 years of experience in the finance industry.

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