Zaloguj Zarejestruj się zadarmo

Morningside Asset Management LLC (Atlanta)


Morningside Asset Management LLC is an adviser based in Atlanta. It manages $10.23 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Georgia.

Morningside Asset Management provides portfolio management for businesses and institutional clients and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Morningside Asset Management: assets under management

The assets under management (AUM) of Morningside Asset Management LLC is $10.23 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $10.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10.23 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morningside Asset Management LLC for their services and products based on a percentage of assets under management. 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.

Based in Atlanta

The principal office where Morningside Asset Management LLC performs its advisory services is located at 3455 Peachtree Road, Atlanta, GA 30326, 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 404.995.7060 or by fax 312.376.4701. The normal business hours are 9am - 5pm on Monday - Friday.


Registered investment advisers similar to Morningside Asset Management LLC