GLENN MORRIS, INC

MORRIS WEALTH MANAGEMENT
ANDERSON, California·2 registered advisors·CRD# 165662
SEC# 801-77751530-365-1234
01

Firm Overview

AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at GLENN MORRIS, INC

2 registered advisors
Glenn Roger Morris
ANDERSON, California
Kathleen Theresa Morris
ANDERSON, California
05

Office Locations

ANDERSON, California
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. GLENN MORRIS, INC (CRD# 165662) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.