|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Morrison Fiduciary Advisors Inc
✚
|
|
|---|---|
| CRD # | 127562 |
| SEC # | 801-62217 |
| CIK # | |
| AUM | $54.2 M (2025-06-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 412-996-6052 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 3.2 |
| (b) Individuals (high net worth individuals) | 2 | 11.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.0 |
| (i) State or municipal government entities | 2 | 36.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 54.2 |
| By Discretionary | ||
| Discretionary | 11 | 6.7 |
| Non-Discretionary | 4 | 47.4 |
| Total | 15 | 54.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 54.2 | |
| Total | 15 | 54.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Portfolio Strategies Inc
✚
|
WA | 0.1 |
|
Esoterica Capital LLC
✚
|
0.1 | |
|
Highland Consulting Associates International Inc
✚
|
OH | 0.1 |
|
Hudson View Advisors LLC
✚
|
NY | 0.1 |
|
NorthStar Financial Advisors LLC
✚
|
0.1 | |
|
Clarion Call Capital LLC
✚
|
NY | 0.1 |
|
Constitution Wealth LLC
✚
|
0.1 | |
|
Radiant Global Investors LLC
✚
|
0.1 | |
|
Paulo Financial Advisors LLC
✚
|
0.1 | |
|
Atrato Asset Management LLC
✚
|
WA | 0.1 |