MORGAN INVESTMENTS INC
CRD #105977 SEC #801-10773 GREENVILLE, SC 864-235-4196
SEC Registered
Total AUM
$60.9M
Discretionary
$60.9M
Employees
1
Clients
--
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $60.9M | $60.9M | $0 | 1 | 26 |
| Jul 2012 | $60.9M | $60.9M | $0 | 1 | 26 |
| May 2012 | $60.9M | $60.9M | $0 | 1 | 26 |
| Mar 2012 | $60.9M | $60.9M | $0 | 1 | 26 |
| Mar 2012 | $60.9M | $60.9M | $0 | 1 | 26 |
| Mar 2011 | $59.8M | $59.8M | $0 | 5 | -- |
| Mar 2009 | $56.5M | $56.5M | $0 | 5 | -- |
| Mar 2007 | $69.9M | $69.9M | $0 | 5 | -- |
| Mar 2006 | $66.6M | $66.6M | $0 | 5 | -- |
| May 2005 | $67.4M | $67.4M | $0 | 5 | -- |
| Mar 2004 | $68.6M | $68.6M | $0 | 5 | -- |
| Apr 2002 | $81.5M | $81.5M | $0 | 5 | -- |
DateAug 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients26
DateJul 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$60.9M
Discretionary$60.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$56.5M
Discretionary$56.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$69.9M
Discretionary$69.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$66.6M
Discretionary$66.6M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$67.4M
Discretionary$67.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$68.6M
Discretionary$68.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$81.5M
Discretionary$81.5M
Non-Disc.$0
Employees5
Clients--