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MORSE ASSET MANAGEMENT, INC.

DARIEN, CT · CRD 285650 · IAPD ↗ · 646-568-4083

$534.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MORSE ASSET MANAGEMENT, INC. crossed $500M in regulatory AUM ($472.2M -> $534.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2024 — MORSE ASSET MANAGEMENT, INC. notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.