SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
SEC Form ADV profile.
Total regulatory AUM
$183,125,945
Discretionary
$183,125,945
Non-discretionary
$0
Firm details
- CRD number
- 187519
- SEC file number
- 801-117852
- Main office
- TAMPA, FL, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.