JAMES MORGAN ASSET MANAGEMENT, LLC

JAMES MORGAN ASSET MANAGEMENT, LLC of BROOMFIELD, CO is an SEC-registered investment adviser (CRD 282154). Regulatory assets under management: $10.4M.

Registration

• CRD: 282154
• Type: Registered investment adviser
• Location: 390 INTERLOCKEN CRESCENT SUITE 350, BROOMFIELD, CO, 80021
• Phone: 303-457-9500
• Latest filing: 2026-03-10
• Regulatory AUM: $10.4M
• Discretionary AUM: $10.4M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly, 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 282154 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search