RIA Intel›Advisers›California›GLENN MORRIS, INC.

GLENN MORRIS, INC.

Advisory

ANDERSON, CA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in CA
#3,181
of 5,480 advisers by AUM
Average account
$292K
across 227 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM
$66M
Discretionary %
100%
Clients
148
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients148
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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FERNANDEZ FINANCIAL ADVISORY, L.L.C.
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PLEXUS FINANCIAL GROUP, INC.
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$66M
+0.1% 1Y
PI WEALTH MANAGEMENT LLC
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$66M

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