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Morris, Whitton & Associates LLC (Tigard)


Morris, Whitton & Associates LLC is an internet adviser based in Tigard. It manages $13 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001.




Morris, Whitton & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Morris, Whitton & Associates: assets under management

The assets under management (AUM) of Morris, Whitton & Associates LLC is $13 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7 million in discretionary accounts and $6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $388.89 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Morris, Whitton & Associates LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tigard

The principal office where Morris, Whitton & Associates LLC performs its advisory services is located at 14855 Sw Chardonnay Ave, Tigard, OR 97224, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 503-590-3918. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday.


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