MorganRosel Wealth Management is an investment advisor in Highlands Ranch with $330.30 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
823374674
SEC advisor number
801-112145
FINRA CRD number
291065
AUM ?
$409.86 mm
(as of 3 Apr 24)
Accounts
868
(as of 3 Apr 24)
Employees
5
(2 investment advisory or research)
Address
MorganRosel Wealth Management
1805 SHEA CENTER DR.
SUITE 420
HIGHLANDS RANCH
CO 80129
1805 SHEA CENTER DR.
SUITE 420
HIGHLANDS RANCH
CO 80129
Phone
303-647-3801
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
27 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
24 Jan 22