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
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 26, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| BALENTINE, JOHN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BALENTINE, JOHN | I | EXECUTIVE VICE PRESIDENT | NA | |
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| BALENTINE, JOHN | I | EXEC. V.P./CHIEF COMPLIANCE OFFICER | NA | |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | E | Control |
| MORGAN, RAYMOND, PERRY | I | PRESIDENT AND CHAIRMAN | D | Control |
| MORGAN, CLINTON, HEYWARD | I | ADVISER | C | Control |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | B | |
| MORGAN, NANCY, PERRY | I | SHAREHOLDER | A |
Registrations
Federal
IA
Jul 26, 2012 REGISTERED
Notice Filings (1)
SC
Address
720 S PLEASANTBURG DRIVEGREENVILLE, SC 29607
United States
Phone: 864-235-4196