Mcduffie/Morris Financial Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
39654
Registered since
February 1, 1996

Firm profile

FINTRX

Overview

Mcduffie/Morris Financial Group, Inc. is a corporation that registered with the SEC in 1996 and is reported as individually owned. FINTRX classifies the firm as unclassified and indicates it does not act as a capital allocator. The firm is not listed as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser in the available data. Public filings and the FINTRX snapshot provide minimal detail about the firm’s service lines, client segments, or advisory activities; the firm has not reported its investment preferences or manager allocation interests in the source data provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Clifton Morris

    PresidentCRD 340395

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth