Glenn Morris, Inc (Anderson)

Name: Glenn Morris, Inc
Address: 2807 Childress Dr, Anderson, CA, 96007
Telephone: 530-365-1234

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.

Glenn Morris: assets under management

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 firm manages $27.88 million in discretionary accounts and $6.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $154.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $102.23 thousand.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Glenn Morris, Inc

Glenn Roger Morris has been acting as President since 1 May 2001. Kathleen Theresa Morris joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Roger Morris	President/chief compliance officer	1 May 2001	50% - 75%	2304786
Kathleen Theresa Morris	Principal	1 May 2001	50% - 75%	2697028

Based in Anderson

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.