GLENN MORRIS, INC
Legal name: MORRIS WEALTH MANAGEMENT
CRD #165662 SEC #801-77751 ANDERSON, CA 530-365-1234
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2013 | $34.2M | $27.9M | $6.3M | 1 | 100 |
| Sep 2013 | $34.2M | $27.9M | $6.3M | 1 | 100 |
| Aug 2013 | $34.2M | $27.9M | $6.3M | 1 | 100 |
| Jun 2013 | $34.2M | $27.9M | $6.3M | 1 | 100 |
| Apr 2013 | $0 | $0 | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
DateSep 2013
Total AUM$34.2M
Discretionary$27.9M
Non-Disc.$6.3M
Employees1
Clients100
DateSep 2013
Total AUM$34.2M
Discretionary$27.9M
Non-Disc.$6.3M
Employees1
Clients100
DateAug 2013
Total AUM$34.2M
Discretionary$27.9M
Non-Disc.$6.3M
Employees1
Clients100
DateJun 2013
Total AUM$34.2M
Discretionary$27.9M
Non-Disc.$6.3M
Employees1
Clients100
DateApr 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0