Debra Morrison L & Associates LLC is a large advisory firm based in Chatham. It manages $42.85 million of regulatory assets for 572 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.
Debra Morrison L & Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Debra Morrison L & Associates LLC is $42.85 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Debra Morrison L & Associates LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Debra Morrison L & Associates LLC performs its advisory services is located at 1 Main Street, Chatham, NJ 07928, 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 973-575-0511 or by fax 973-575-8841. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.