Morris Group, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Indianapolis, Indiana
CRD number
13181
Registered since
February 18, 1983

Firm profile

FINTRX

Overview

Morris Group, Inc. is a corporation that has been registered with the SEC since 1983. The firm is owned by an individual and is classified in the source data as "Unclassified." The record indicates it is not a capital allocator, is not active on ESG initiatives, is not a multi-state adviser, and does not identify as a pension consultant or related adviser. Public disclosures for Morris Group, Inc. are sparse. Fields for business activities, advisory activities, client base and fee structure are not populated in the available dataset, so there is little public detail about the firm’s target clients, service model, or day-to-day investment activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Matthew Reynolds

    Matthew Reynolds

    President, Chief Financial OfficerCRD 4077413

Contacts

3 of 13
  • Nikki Wheeler

    Investment Advisor RepresentativeCRD 2818727

  • Timothy Mccoy

    AgentCRD 5853205

  • Wayne Monroe

    Registered RepresentativeCRD 1118022

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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

FINTRX

Location

Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Marion
Address
8445 Keystone Xing
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth