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Home > Retirement Planners > connecticut > darien > MORSE ASSET MANAGEMENT, INC.
MORSE ASSET MANAGEMENT, INC.
23 Old Kings Highway South
Suite 200
Darien, Connecticut 06820
Tel: 646-568-4083
About MORSE ASSET MANAGEMENT, INC.
MORSE ASSET MANAGEMENT, INC, formally registered with the SEC as MORSE ASSET MANAGEMENT, INC. The firm was established in 10/24/2016. They have over 1 offices throughout the country.
MORSE ASSET MANAGEMENT, INC. is a Darien, Connecticut based Financial Planning firm with nearly $408,714,000 assets under management, offering retirement planning & investment advisory services to 260 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 285650 |
| SEC# | 801-108550 |
| Assets Managed by Firm | $408,714,000 |
| No. of Clients | 260 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 260 | $408,714,000 |
| Individuals (other than high net worth individuals) | 92 | $37,369,000 |
| High net worth individuals | 64 | $257,679,000 |
| Charitable organizations | 12 | $90,305,000 |
| Corporations or other businesses | 5 | $23,361,000 |
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