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BRIO FINANCIAL PLANNING
MORRIS, MICHELLE JEAN
CRD 159180
1073 HANCOCK ST. #101, QUINCY, MA, 02169, United States
Phone
617-934-0419
Fax
617-934-1933
Registration
— (—)
Source
State registered
Total AUM
$43.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $5.4M |
| High net worth individuals | 16 | $38.1M |
All web addresses on file
Official SEC filing: View on IAPD