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 organized as a corporation and has been an SEC-registered adviser since 1983. Ownership is held by an individual rather than an institutional parent. The firm's public profile is limited: it is recorded as "unclassified" and does not identify product- or service-specific advisory activities in the source data. The record indicates a narrow regulatory footprint: the firm is not designated as a multi-state adviser, does not act as a capital allocator, and is not flagged as an active ESG investor. There is no information provided about fee schedules, target client segments, or specific business lines.

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 13
  • Nikki Wheeler

    Investment Advisor RepresentativeCRD 2818727

  • Timothy Mccoy

    AgentCRD 5853205

  • Wayne Monroe

    Registered RepresentativeCRD 1118022

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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