Overview
Assets Under Management: $410 million
Headquarters: HIGHLANDS RANCH, CO
High-Net-Worth Clients: 173
Average Client Assets: $2 million
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