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MORGAN PROPERTIES SPECIAL SITUATIONS II LLC

227 Washington Street
Conshohocken, Pennsylvania 19428
Tel: 610-265-2800

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About MORGAN PROPERTIES SPECIAL SITUATIONS II LLC

MORGAN PROPERTIES SPECIAL SITUATIONS II LLC, formally registered with the SEC as MORGAN PROPERTIES SPECIAL SITUATIONS II LLC. The firm was established in 02/26/2020. They have over 1 offices throughout the country.

MORGAN PROPERTIES SPECIAL SITUATIONS II LLC is a Conshohocken, Pennsylvania based Financial Planning firm with nearly $1,416,637,644 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#300795
SEC#801-118135
Assets Managed by Firm$1,416,637,644
No. of Clients9
No. of Advisors17

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Other (PORTFOLIO MANAGEMENT OF SEPARATELY MANAGED ACCOUNT(S))

Firm Client Information

No. of ClientsAUM
Firm Total9$1,416,637,644

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