Marcus
Parker

Morrison Street Capital, LLC

CRD#2860949
Investment Advisor
in Lake Oswego, OR

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About this Advisor

Marcus Parker is a chartered financial analyst who works out of Lake Oswego, Oregon with 14 years of relevant experience. Parker works at Morrison Street Capital, LLC. They have spent their whole employment at Morrison Street Capital, Llc. Parker is registered to advise clients in Oregon. Morrison Street Capital, LLC is an advisory firm that has its headquarters in Lake Oswego, OR. The investment advisory business has a total of 13 advisors. It has $486 million in assets under management between its four client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Morrison Street Capital, Llc provides portfolio management for pooled investment vehicles. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fees billed by Morrison Street Capital, LLC most likely include asset-based, performance-based and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

14 years

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees, Others

Office Location

4949 Meadows Road Suite 490
Lake Oswego, OR 97035

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Morrison Street Capital, LLC Brokerage Details

Total Assets Under Management

$485,565,148

OR Average: $1,120,203,312
Total Number of Employees

13

OR Average: 50
Total Number of Accounts

4

OR Average: 1,309
Average Account Size

$121,391,287

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

Marcus Parker Work History

Marcus has been registered as a financial advisor for 14 years.*

2008 - Present (16 years)

Morrison Street Capital

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Marcus Parker 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 Morrison Street Capital, LLC

Marcus Parker
Lake Oswego, OR

The content in this profile was updated by SmartAsset on 4/16/2023. 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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