MORGAN FINANCIAL ADVISORS INC
CRD #107868 SEC #801-57127 MANCHESTER, MA 978-526-8007
SEC Registered
Total AUM
$17M
Discretionary
$17M
Employees
5
Clients
0
Accounts
85
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2007 | $27M | $27M | $0 | 5 | -- |
| Dec 2006 | $27M | $27M | $0 | 5 | -- |
| Oct 2005 | $17M | $17M | $0 | 5 | -- |
| Jun 2004 | $17M | $17M | $0 | 5 | -- |
| Apr 2002 | $17M | $17M | $0 | 5 | -- |
DateAug 2007
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateDec 2006
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$17M
Discretionary$17M
Non-Disc.$0
Employees5
Clients--