Morgan Stevens Asset Management, LLC
Morgan Stevens Asset Management, LLC (CRD# 174928) is a financial advisory firm headquartered in , . They manage $67,516,685 in 64 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Morgan Stevens Asset Management, LLC
By the Numbers
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Total Assets Under Management68MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$1,054,948
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Morgan Stevens Asset Management, LLC
1
Morgan Stevens (CRD# 6221158) is an Investment Advisor Representative working at Morgan Stevens Asset Management, LLC in Coto De Caza, CA and has over 10 years of experience in the finance industry.
2
Ryan Dugan (CRD# 7814884) is an Investment Advisor Representative working at Morgan Stevens Asset Management, LLC in Coto De Caza, CA and has 1 year of experience in the finance industry.
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