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MORGAN FINANCIAL INCORPORATED
CRD 133775
449B MAIN STREET, OLEY, PA, 19547, United States
Phone
610-367-9000
Fax
610-473-9078
Registration
— (—)
Source
State registered
Total AUM
$64.0M
Discretionary AUM
$59.0M
Team
5 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $35.5M |
| High net worth individuals | 16 | $25.0M |
| Charitable organizations | 5 | $3.5M |
All web addresses on file
Official SEC filing: View on IAPD