Morgan Keegan & Company, Inc. (Memphis)

Morgan Keegan & Company, Inc. is a large advisory firm based in Memphis. It manages $10.02 billion of regulatory assets for 37,166 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 44 other states.

Morgan Keegan & Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for approximately 700 clients. On top of advisory services, the firm doesn't engage in other business activities.

Morgan Keegan & Company: assets under management

The assets under management (AUM) of Morgan Keegan & Company, Inc. is $10.02 billion. The firm's AUM has grown by 568% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.93 billion in discretionary accounts and $5.09 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $236.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $311.52 thousand.

Morgan Keegan & Company has custody of $9.87 billion in cash and securities for 34,911 clients in total and its related person acts as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Morgan Keegan & Company, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Morgan Keegan & Company, Inc.

Allen Benners Jr Morgan has been acting as President since 1 Aug 2003. Jacqueline Ann Beauprez joined the executive team most recently as the Chief Compliance Officer / Broker Dealer.

Direct owners and executive officers

Based in Memphis

The principal office where Morgan Keegan & Company, Inc. performs its advisory services is located at 50 Front Street, Memphis, TN 38103 9880 The mailing address of the firm is 1100 Ridgeway Loop Road, #550, Memphis, TN 38120. An additional office of the firm is in Nashville, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (901) 524-4100 or by fax (901) 524-4170. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.morgankeegan.com.

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