MORRISON FIDUCIARY ADVISORS, INC.
CRD 127562 · SEC 801-62217
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$67.6M
Discretionary AUM
$9.0M
Team
1 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-27
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.9M |
| High net worth individuals | 4 | $18.1M |
| Charitable organizations | 1 | $4.0M |
| State/municipal entities | 2 | $43.7M |
All web addresses on file
Official SEC filing: View on IAPD