Morse Asset Management, Inc.
Firm details
- Headquarters
- Darien, Connecticut
- CRD number
- 285650
- Registered since
- October 24, 2016
- Custodians
- CHARLES SCHWAB & CO., INC., CITIGROUP GLOBAL MARKETS INC., THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.32%
- Charitable Organizations12.13%
- Individuals9.96%
- Corporations / Businesses0.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Morse Asset Management, Inc. is an independent, individually owned registered investment adviser. The firm is SEC-registered (initial registration 2016) and bills clients on a percentage-of-assets-under-management basis. Its client mix includes high-net-worth individuals and families as well as institutional and business accounts. Advisory work focuses on discretionary portfolio management for individuals, small businesses and for larger business or institutional clients. Morse indicates a preference for equity-centered portfolios and does not describe itself as an active ESG investor or a capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities90%
- Public Funds/Mutual Funds6%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$47M in ETFs
60%
$28.3M
36%
$18.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF (JEPQ) | JP Morgan | Active | Derivative Income | $12.8M | 208,947 | 27.22% |
Location
Darien, CT
Fairfield
Location
Darien, CT
Headquartered in Darien, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 23 Old Kings Hwy S
- Time zone
- ET (UTC-5)
- Office locations
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