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MORSE ASSET MANAGEMENT, INC.
CRD 285650 · SEC 801-108550
23 OLD KINGS HIGHWAY SOUTH, SUITE 200, DARIEN, CT, 06820, United States
Phone
646-568-4083
Fax
646-219-2674
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$534.3M
Discretionary AUM
$534.3M
Team
6 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $53.2M |
| High net worth individuals | 144 | $413.1M |
| Charitable organizations | 11 | $64.8M |
| Corporations/business entities | 7 | $3.2M |
States served
AZ, CA, CO, DC, GA, IL, ME, MD, MA, NV, NJ, NY, OH, PA, PR, RI, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD