MORSE CAPITAL PARTNERS, LLC

9030 Stony Point Parkway
Suite 590
Richmond, Virginia 23235
Tel: 804.888.7771

About MORSE CAPITAL PARTNERS, LLC

MORSE CAPITAL PARTNERS, LLC, formally registered with the SEC as MORSE CAPITAL PARTNERS, LLC. The firm was established in 02/07/2008. They have over 1 offices throughout the country.

MORSE CAPITAL PARTNERS, LLC is a Richmond, Virginia based Financial Planning firm with nearly $208,471,249 assets under management, offering retirement planning & investment advisory services to 286 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	146383
SEC#	801-68819
Assets Managed by Firm	$208,471,249
No. of Clients	286
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Other (FINANCIAL PLANNING FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	286	$208,471,249
Individuals (other than high net worth individuals)	36	$380,797
High net worth individuals	51	$208,090,452

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