Morris Retirement Advisors is an investment advisor in Parsippany with $169.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
821528574
SEC advisor number
801-110363
FINRA CRD number
287933
AUM ?
$169.06 mm
(as of 3 Jun 21)
Accounts
1,085
(as of 3 Jun 21)
Employees
16
(7 investment advisory or research)
Office hours
Monday - Friday, 9 AM TO 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lima, Marco | Managing Member, CCO | 05/2017 | > 75% |
Anderson, Adam, Charles | Managing Member | 05/2017 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 21