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Jess S. Morgan & Company., Inc.
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Los Angeles, California
$190.7 million AUM
1 office

Jess S. Morgan & Company., Inc. is based in Los Angeles, California and has $190.7 million in assets under management.

Location
5900 Wilshire Boulevard
Suite 2300
Los Angeles, CA 90036
Contact
$190.7 million
AUM
22
Employees
AUM Share
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$190,687,213
Assets under management
195 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 49 $11,187,780 6% $228,322
High net worth individuals 34 $163,749,573 86% $4,816,164
Pooled investment vehicles 4 $5,341,416 3% $1,335,354
Pension and profit sharing plans 1 $814,502 0% $814,502
Charitable organizations 2 $9,131,344 5% $4,565,672
Other corporations or businesses 2 $462,598 0% $231,299
Employees Share
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22
Employees
6
Investment analysts
27% of total employees
AUM per employee Share
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$190,687,213
Assets under management
$8,667,601
AUM per employee
$31,781,202
AUM per investment analyst
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Compensation

Jess S. Morgan & Company., Inc. makes money through the following ways:

  • Percentage of AUM
Services offered

Jess S. Morgan & Company., Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
Business activities
  • Accounting firm
Firm data Share
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CRD number 110,816
SEC number 801-4740
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date June 10, 2019

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