Morris Group, Inc.
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 13181
- Registered since
- February 18, 1983
- Website
- www.morrisgroupinc.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Matthew Reynolds
President, Chief Financial OfficerCRD 4077413
Contacts
3 of 13Nikki Wheeler
Investment Advisor RepresentativeCRD 2818727
Timothy Mccoy
AgentCRD 5853205
Wayne Monroe
Registered RepresentativeCRD 1118022
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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