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MORGAN INVESTMENTS INC
CRD 105977 · SEC 801-10773
720 SOUTH PLEASANTBURG DRIVE, GREENVILLE, SC, 29607, United States
Phone
864-235-4196
Fax
864-235-5467
Registration
— (—)
Source
State registered
Total AUM
$49.6M
Discretionary AUM
$49.6M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $11.4M |
| High net worth individuals | 14 | $27.8M |
| Pension/profit sharing plans | 3 | $8.2M |
| Corporations/business entities | 1 | $1.2M |
Official SEC filing: View on IAPD