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CRD#: 13181
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

MORRIS GROUP, INC. is located at 8445 Keystone Xing Suite 240, Indianapolis, IN 46240 and was first established at Chicago, Indiana in 10/22/1982. After operating for 43 years, MORRIS GROUP, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MORRIS GROUP, INC.’s clients are individuals and 0% of their clients are high net worth individuals. MORRIS GROUP, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MORRIS GROUP, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MORRIS GROUP, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MORRIS GROUP, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for MORRIS GROUP, INC. Comes From

Understanding the Statistics for MORRIS GROUP, INC. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
8445 Keystone Xing Suite 240, Indianapolis, IN 46240
Mailing Address
8445 Keystone Xing Suite 240, Indianapolis, IN 46240
Firm Size
Small
Phone Number
(317) 217-5440
Established
Indiana since 10/22/1982
Firm Type
Corporation
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
SIMMONS, JOHN RYANCCO, PRESIDENT4492497
REYNOLDS, MATTHEW MARKFINANCIAL AND OPERATIONAL PRINCIPAL (FINOP)4077413
SIMMONS, JOHN BASILVICE PRESIDENT1355715

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Advisor's working at MORRIS GROUP, INC.

RC

Ronald Eugene Campbell

IAR
RR
CRD#: 2559717
CFP®: Certified Financial Planner
Location:
Carmel, IN 46032
Company:
INTREPID FINANCIAL PLANNING GROUP, LLC
Disclosures:
Experience:
31 years
View Profile
JS

John Ryan Simmons

Jack Simmons
IAR
RR
CRD#: 4492497
Location:
Indianapolis, IN 46240
Company:
MORRIS GROUP ADVISORY SERVICE, INC
Disclosures:
Experience:
24 years
View Profile
JS

John Basil Simmons

IAR
RR
CRD#: 1355715
Location:
Indianapolis, IN
Company:
MORRIS GROUP ADVISORY SERVICE, INC
Disclosures:
Experience:
42 years
View Profile
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