MORGAN FINANCIAL INCORPORATED

MORGAN FINANCIAL INCORPORATED of OLEY, PA is an SEC-registered investment adviser (CRD 133775). Regulatory assets under management: $64.0M.

Registration

• CRD: 133775
• Type: Registered investment adviser
• Location: 449B MAIN STREET, OLEY, PA, 19547
• Phone: 610-367-9000
• Latest filing: 2026-03-17
• Regulatory AUM: $64.0M
• Discretionary AUM: $59.0M
• Non-discretionary AUM: $5.0M
• Clients: 5
• Accounts: 440

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133775 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search