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Home > Retirement Planners > virginia > richmond > MORSE CAPITAL PARTNERS, LLC
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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