MORRIS ASSOCIATES LLC

NEW YORK, New York·2 registered advisors·CRD# 138260
SEC# 802-1118840212-935-8075
01

Firm Overview

AUM
$70M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at MORRIS ASSOCIATES LLC

2 registered advisors
Karen Kummerer Morris
NEW YORK, New York
William Peter Maslovsky
NEW YORK, New York
05

Office Locations

NEW YORK, New York
2 advisors

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Data sourced from SEC Form ADV filings. MORRIS ASSOCIATES LLC (CRD# 138260) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.