MORGAN STEVENS ASSET MANAGEMENT, LLC

MORGAN STEVENS ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 174928). Regulatory assets under management: $76.4M.

Registration

• CRD: 174928
• Type: Registered investment adviser
• Phone: 714-878-0226
• Latest filing: 2026-05-07
• Regulatory AUM: $76.4M
• Discretionary AUM: $76.4M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM.

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 174928 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search