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MORRIS GROUP ADVISORY SERVICE, INC
CRD 121706
8445 KEYSTONE CROSSING STE 240, INDIANAPOLIS, IN, 46240, United States
Phone
317-217-5440
Fax
317-217-5441
Registration
— (—)
Source
State registered
Total AUM
$18.6M
Discretionary AUM
$18.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $11.8M |
| High net worth individuals | 7 | $6.8M |
Official SEC filing: View on IAPD