RIA Intel›Advisers›Colorado›JAMES MORGAN ASSET MANAGEMENT, LLC

JAMES MORGAN ASSET MANAGEMENT, LLC

Advisory

BROOMFIELD, CO

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account
$433K
across 24 accounts
AUM per adviser
$10M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
15
Employees
1

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$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients15
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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