James Morgan Asset Management

JAMES MORGAN ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in BROOMFIELD, CO. The firm manages $10 million in assets. It has 1 employee and 1...

James Morgan Asset Management

JAMES MORGAN ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in BROOMFIELD, CO. The firm manages $10 million in assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Who runs James Morgan Asset Management?

No named principal or investment team member is identified in public records. The firm has no website or LinkedIn presence listing leadership. The registered agent may be a service address rather than an operating principal.

Is James Morgan Asset Management a family office?

The firm is registered as an asset management LLC, but its filing does not disclose whether it serves external clients or a single family. Without public information, it cannot be classified as a family office.

What is the investment strategy of James Morgan Asset Management?

No public information describes the firm's investment strategy, asset classes, or geographic focus. The firm has not filed an ADV with the SEC or published any marketing materials. Its strategy remains unknown.

Does James Morgan Asset Management have a website?

No verifiable website exists for James Morgan Asset Management. The firm has no known online presence, including LinkedIn or other social media. This lack of digital footprint is unusual for an operating asset manager.

What is the AUM of James Morgan Asset Management?

No AUM figure is disclosed in any public record. The firm has not filed regulatory reports that include assets under management. AUM is therefore unknown.

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