Overview
Assets Under Management: $410 million
Headquarters: HIGHLANDS RANCH, CO
High-Net-Worth Clients: 173
Average Client Assets: $2 million
Frequently Asked Questions
MORGANROSEL WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291065), MORGANROSEL WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MORGANROSEL WEALTH MANAGEMENT, LLC is headquartered in HIGHLANDS RANCH, CO.
MORGANROSEL WEALTH MANAGEMENT, LLC serves 173 high-net-worth clients according to their SEC filing dated April 03, 2024. View client details ↓
According to their SEC Form ADV, MORGANROSEL WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MORGANROSEL WEALTH MANAGEMENT, LLC manages $410 million in client assets according to their SEC filing dated April 03, 2024.
According to their SEC Form ADV, MORGANROSEL WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 173
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.33
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 868
Discretionary Accounts: 868
Regulatory Filings
CRD Number: 291065
Last Filing Date: 2024-04-03 00:00:00
Website: https://morganrosel.com