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JAMES MORGAN ASSET MANAGEMENT, LLC
CRD 282154
390 INTERLOCKEN CRESCENT SUITE 350, BROOMFIELD, CO, 80021, United States
Phone
303-457-9500
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$10.4M
Discretionary AUM
$10.4M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.6M |
| High net worth individuals | 4 | $5.8M |
All web addresses on file
Official SEC filing: View on IAPD