Mcduffie/Morris Financial Group, Inc.

Overview

Mcduffie/Morris Financial Group, Inc. is an SEC-registered corporate investment adviser with registration dating back to 1996. The firm is organized as a corporation and is owned by an individual; beyond those structural facts, publicly filed material provides very little detail about the firm’s client mix, fee schedules, or day-to-day advisory activities. FINTRX notes the adviser is classified as "Unclassified," does not operate as a capital allocator, and does not identify as an active ESG investor. The firm is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives