Investment adviser · CRD 105977

MORGAN INVESTMENTS INC

Investment adviser filing (IA)

GREENVILLE, SC, United States · Form ADV filed Aug 29, 2012

Regulatory AUM
$60.9M
Form ADV · Item 5.F
Client accounts
117
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 29, 2012. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

720 S PLEASANTBURG DRIVE
GREENVILLE, SC, 29607, United States

CRD 105977

Filing source

Form ADV 667309 · Aug 29, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.