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Home > Retirement Planners > florida > tampa > SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
10015 Gallant Lane
Tampa, Florida 33625
Tel: 813-443-0879
About SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC, formally registered with the SEC as SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC. The firm was established in 01/02/2020. They have over 2 offices throughout the country.
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC is a Tampa, Florida based Financial Planning firm with nearly $152,033,063 assets under management, offering retirement planning & investment advisory services to 670 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 187519 |
| SEC# | 801-117852 |
| Assets Managed by Firm | $152,033,063 |
| No. of Clients | 670 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 670 | $152,033,063 |
| Individuals (other than high net worth individuals) | 644 | $113,156,518 |
| High net worth individuals | 26 | $38,876,545 |
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