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Morrison Fiduciary Advisors, Inc.

CRD 127562SEC# 801-62217
Export (members)
No longer SEC-registered. Morrison Fiduciary Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$54.2M
Employees
1
Accounts
15
Location

Morrison Fiduciary Advisors, Inc. assets under management

Morrison Fiduciary Advisors, Inc. operates as an SEC-registered investment adviser. It reports $54.2 million in regulatory assets under management and employs 1 people.

Morrison Fiduciary Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Frank Rupert Burnette ControlPrincipal & Chief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Morrison Fiduciary Advisors, Inc. manage?

Morrison Fiduciary Advisors, Inc. reports $54.2 million in regulatory assets under management on its Form ADV.

How many employees does Morrison Fiduciary Advisors, Inc. have?

Morrison Fiduciary Advisors, Inc. reports 1 employees.

Does Morrison Fiduciary Advisors, Inc. disclose fund performance?

Morrison Fiduciary Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hours8:30a.m. - 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$6.7M
Non-discretionary$47.4M
Total (RAUM)$54.2M