RIA Intel›Advisers›Arizona›MORRIS, MICHELLE JEAN

MORRIS, MICHELLE JEAN

Advisory

PRESCOTT, AZ

Data as of Jun 25, 2026 · Source: SEC Form ADV

Average account

$414K

across 105 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$0

Non-Discretionary AUM$43M

Discretionary %0%

Total Clients27

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

27 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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