Morgan Gregory Paul (Dallas)

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.

Morgan Gregory Paul: assets under management

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 firm manages $59.5 million in discretionary accounts and $500 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $226.24 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $31.25 thousand.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Morgan Gregory Paul

Morgan Gregory Paul is owned by Gregory Paul Morgan. Cmg Capital Corporation joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gregory Paul Morgan	Owner	1 Aug 1993	75% - 100%	735924
Gpm Capital Corporation	Partner	1 Aug 1993	50% - 75%	75-2909125
Cmg Capital Corporation	Partner	1 Feb 2002	50% - 75%	75-2908878

Based in Dallas

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.