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MORGANROSEL WEALTH MANAGEMENT, LLC

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

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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

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

Firm CRD#:

291065

SEC#:

801-112145

No. of Clients:

868

Assets under Management

$409,864,243

No. of Advisors:

5

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