MORGANROSEL WEALTH MANAGEMENT, LLC - Financial Advisor in Colorado, Highlands Ranch

Tel: 303.647.3801 1805 Shea Center Dr Suite 420 Highlands Ranch, Colorado 80129

About MORGANROSEL WEALTH MANAGEMENT, LLC

MORGANROSEL WEALTH MANAGEMENT, LLC is a Highlands Ranch, Colorado based financial advisory firm with nearly $409,864,243 in assets under management and provides investment advisory services for 868 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

291065

Firm SEC#:

801-112145

Assets Under Management:

$409,864,243

No. of Clients:

868

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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