Danielle
Morrison

Thornburg Investment Management Inc

CRD#5900246
Investment Advisor
in Denver, CO

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About this Advisor

Danielle Morrison is a financial advisor based in Denver, Colorado, working with Thornburg Investment Management Inc. Danielle has previously held positions at Jackson National Life Distributors LLC, National Planning Holdings, and Thornburg Investment Management Inc. Danielle has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and New Mexico. Currently, Danielle is part of Thornburg Investment Management Inc, which operates out of Denver, Colorado. The firm has 202 employees and manages assets totaling $41.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Thornburg Investment Management Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Denver, CO

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Thornburg Investment Management Inc Brokerage Details

Total Assets Under Management

$41,832,394,631

CO Average: $3,612,835,751
Total Number of Employees

202

CO Average: 18
Total Number of Accounts

750

CO Average: 517
Average Account Size

$55,776,526

CO Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Danielle Morrison Work History

2018 - Present (7 years)

Thornburg Investment Management Inc

2016 - 2018 (2 years)

Jackson National Life Distributors LLC

2015 - 2016 (1 year)

National Planning Holdings

2014 - 2015 (1 year)

Jackson National Life Distributors LLC

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Disclosures

Please visit the SEC profile of Danielle Morrison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thornburg Investment Management Inc

Joshua Archuleta
Santa Fe, NM
Lucinda Candal
Santa Fe, NM
Adam Sparkman
Santa Fe, NM
Danielle Morrison
Denver, CO
Dominic Alto
Santa Fe, NM
Jan Holman
Santa Fe, NM
Jesse Brownell
Santa Fe, NM
Dominic Sategna
Santa Fe, NM

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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