Morrison Fiduciary Advisors, Inc.
Morrison Fiduciary Advisors, Inc. is an SEC-registered ria with $54.2M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Morrison Fiduciary Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127562, data through 2025-06-23.
- AUM (assets under management / regulatory AUM)
- $54.2M (2025-06-23)
- Firm type
- Ria
- Employees
- 1
- Clients
- 10
- CRD
- 127562
- Ownership
- BULAS, ROBERT, JOHN; GUGLIUZZA, JAMIE, RAE; BURNETTE, FRANK, RUPERT; ZENTNER, GARY, JOHN; DATTILO, THOMAS, AQUINAS
How much AUM does Morrison Fiduciary Advisors, Inc. have?
Morrison Fiduciary Advisors, Inc. reported $54.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-06-23).
Who owns Morrison Fiduciary Advisors, Inc.?
Disclosed owners and executives of Morrison Fiduciary Advisors, Inc. include BULAS, ROBERT, JOHN, GUGLIUZZA, JAMIE, RAE, BURNETTE, FRANK, RUPERT, ZENTNER, GARY, JOHN, DATTILO, THOMAS, AQUINAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.