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MORGANROSEL WEALTH MANAGEMENT, LLC
MORGANROSEL WEALTH MANAGEMENT, LLC
HIGHLANDS RANCH, Colorado
·
2 registered advisors
·
CRD# 291065
SEC# 801-112145
0
303.647.3801
01
Firm Overview
AUM
$410M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MORGANROSEL WEALTH MANAGEMENT, LLC
2 registered advisors
David Baldwin Morgan
HIGHLANDS RANCH, Colorado
CRD# 2914803
Eric Benjamin Rosel
HIGHLANDS RANCH, Colorado
CRD# 4409800
05
Office Locations
HIGHLANDS RANCH, Colorado
2 advisors
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Data sourced from SEC Form ADV filings. MORGANROSEL WEALTH MANAGEMENT, LLC (CRD# 291065) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.