Glenn Morris, Inc is an adviser based in Anderson. It manages $34.21 million of regulatory assets for 242 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of California.
Glenn Morris provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Glenn Morris, Inc is $34.21 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Glenn Morris, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Glenn Roger Morris has been acting as President since 1 May 2001. Kathleen Theresa Morris joined the executive team most recently as the Principal.
The principal office where Glenn Morris, Inc performs its advisory services is located at 2807 Childress Dr, Anderson, CA 96007, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 530-365-1234 or by fax 530-365-1211. The normal business hours are 9:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.morriswealth.net.