Mcduffie/Morris Financial Group, Inc.
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 39654
- Registered since
- February 1, 1996
Firm profile
FINTRXOverview
Mcduffie/Morris Financial Group, Inc. is organized as a corporation under individual ownership and is categorized in available records as "Unclassified." The dataset provides minimal detail about the firm's business model: there are no entries for fee structure, client segments, or specific advisory activities. The firm is not identified as an active ESG investor, does not operate as a capital allocator, is not listed as a multi-state adviser, and is not marked as a pension consultant or related adviser. Given the sparse disclosures, there is no clear public indication of target client types, product emphasis, or a stated investment philosophy. That limits the ability to profile how the firm sources opportunities or differentiates itself in the market.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Clifton Morris
PresidentCRD 340395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 18328 Rosapenny Rd
- Time zone
- ET (UTC-5)
- Office locations
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