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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 7, 2005
- 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 |
|---|---|---|---|---|
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
| ELLRICH, DAVID, JOHN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Oct 7, 2005 REGISTERED
Notice Filings (3)
FL GA MA
Address
15 WASHINGTON STREETMANCHESTER, MA 1944
USA
Phone: 978-526-8007