Samuel
Morley
Managed Asset Portfolios, LLC
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About this Advisor
Samuel Morley is a financial advisor based in Rochester, Michigan, working with Managed Asset Portfolios, LLC. Samuel has previously held positions at University Of Michigan Hospital, Dynamic Wealth Solutions, The Princeton Review, University Of Michigan, Managed Asset Portfolios, LLC, and Alt Fund Distributors LLC. Samuel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Louisiana and Michigan. Currently, Samuel is part of Managed Asset Portfolios, LLC, which operates out of Rochester, Michigan. The firm has 21 employees and manages assets totaling $1.1 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, portfolio management for institutional clients, pension consulting services, and other services. The fee structure at Managed Asset Portfolios, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Managed Asset Portfolios, LLC Brokerage Details
$1,086,571,483
21
1,991
$545,742
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
- Pension consulting services
- Other
Samuel Morley Work History
Alt Fund Distributors LLC
Managed Asset Portfolios, LLC
Dynamic Wealth Solutions
University Of Michigan Hospital
The Princeton Review
University Of Michigan
Disclosures
Please visit the SEC profile of Samuel Morley 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 Managed Asset Portfolios, LLC
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
Rochester, MI
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