firm profile
Morris Group Advisory Service, Inc
Overview
Morris Group Advisory Service, Inc is a state registered investment adviser based in Indianapolis, IN, registered since 2018. It reports $18.6M in assets under management across 91 accounts, with 1 employees. It has 2 investment adviser representatives.
- Reported AUM
- $18.6M
- Discretionary
- 100%
- Accounts
- 91
- Average account
- $204K
- Employees
- 1
- Advisory reps
- 2
- Registered since
- 2018
- Jurisdictions
- 1
As reported in the firm's January 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 2 of 2
- John Ryan Simmons President CRD 4492497
- John Basil Simmons Investmentadvisor Representative CRD 1355715
Advisory reps 2 of 2
- John Basil Simmons Investment Adviser Rep CRD 1355715
- John Ryan Simmons Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4492497
Location
- Headquarters
- 8445 Keystone Xing Ste 240
Indianapolis, IN 46240 - County
- Marion
- Metro area
- Indianapolis-Carmel-Anderson, IN
- Region
- Midwest
Registrations
- State registered
- Registered in 1 jurisdiction
Every state, with registration dates
Similar firms near Indianapolis
- Oneamerica Asset Management, LLCIndianapolis, IN$24.4B AUM
- Baxter Capital Management IncIndianapolis, IN$4.2B AUM
- Thurston Springer AdvisorsIndianapolis, IN$3.7B AUM
- Bedel Financial Consulting IncIndianapolis, IN$2.9B AUM
- Global Atlantic Investment Advisors, LLCIndianapolis, IN$2.7B AUM
request a demo
See what we have on Morris Group Advisory Service, Inc
We'll walk you through the full profile and how to find more firms like this one.