Morgan Gregory Paul is a large advisory firm based in Dallas. It manages $60 million of regulatory assets for 279 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Morgan Gregory Paul provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Morgan Gregory Paul is $60 million. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Morgan Gregory Paul for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Morgan Gregory Paul is owned by Gregory Paul Morgan. Cmg Capital Corporation joined the executive team most recently as the Partner.
The principal office where Morgan Gregory Paul performs its advisory services is located at 5310 Harvest Hill, Dallas, TX 75230, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-960-6460 or by fax 972-960-6455. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.