Morse Capital Partners

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Trust Score 90%
Trust Score  info_outline

Morse Capital Partners, federally registered in 2008, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 5 advisors. Morse Capital Partners manages $173.3 million and provides investment advisory services for 143 clients (1:29 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Top Advisor Robert Mallory Freeman
Avg Advisor Trust Score 94
Avg Advisor Years Registered 5
Minimum Investment $1,000,000
Average Client Balance $1,212,094
Total AUM $173.3 million
Advisor / Client Ratio 1:29
Headquarters Richmond, VA
SEC Filings Forms and Brochures    (CRD # 146383)
State(s) Registered CA, NY, NC, VA

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