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Debra Morrison L & Associates LLC (Chatham)


Debra Morrison L & Associates LLC is a large advisory firm based in Chatham. It manages $42.85 million of regulatory assets for 572 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.




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

Debra Morrison L & Associates: assets under management

The assets under management (AUM) of Debra Morrison L & Associates LLC is $42.85 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.62 million in discretionary accounts and $10.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $153.17 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $28.49 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Debra Morrison L & Associates LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chatham

The principal office where Debra Morrison L & Associates LLC performs its advisory services is located at 1 Main Street, Chatham, NJ 07928, 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 973-575-0511 or by fax 973-575-8841. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.


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