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David Baldwin Morgan

MORGANROSEL WEALTH MANAGEMENT, LLC·HIGHLANDS RANCH, Colorado
Unclaimed Profile
1805 SHEA CENTER DR, HIGHLANDS RANCH, CO 80129CRD# 2914803Firm CRD# 291065
01

About

David Baldwin Morgan is a registered financial advisor based in HIGHLANDS RANCH, Colorado, affiliated with MORGANROSEL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MORGANROSEL WEALTH MANAGEMENT, LLC
MORGANROSEL WEALTH MANAGEMENT, LLC
AUM
$410M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MORGANROSEL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2914803
Firm CRD# 291065
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Baldwin Morgan offer?
David Baldwin Morgan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLANDS RANCH, Colorado for a consultation.
What are David Baldwin Morgan's credentials?
David Baldwin Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Baldwin Morgan located?
David Baldwin Morgan is based in HIGHLANDS RANCH, Colorado, working with MORGANROSEL WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGHLANDS RANCH metropolitan area and surrounding communities.
How does David Baldwin Morgan charge for services?
David Baldwin Morgan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MORGANROSEL WEALTH MANAGEMENT, LLC?
MORGANROSEL WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HIGHLANDS RANCH
William Claude Wortman — QUANTITATIVE EQUITY STRATEGIES, LLCChad S Christensen — SEMPER AUGUSTUS INVESTMENTS GROUP LLCChristopher Paul Bloomstran — SEMPER AUGUSTUS INVESTMENTS GROUP LLCBenjamin Troy Warwick — QUANTITATIVE EQUITY STRATEGIES, LLCChristopher Kozak — KOZAK & TRIPP PRIVATE ASSET MANAGEMENT, INC.
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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