Morris Group, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
13
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Morris Group, Inc. is organized as a corporation and has been SEC-registered since 1983. The firm is owned by an individual and is categorized in the data set as "unclassified" with limited public detail about its specific advisory lines or client segments. The record indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state or newly formed adviser. It is also not listed as a pension consultant or as a related adviser to another firm.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 12
  • Nikki Wheeler

    Investment Advisor RepresentativeCRD 2818727

  • Timothy Mccoy

    AgentCRD 5853205

  • Wayne Monroe

    Registered RepresentativeCRD 1118022

Unlock 9 more contacts

Wealth teams

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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

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