Best-in-State · rank 51 · Birmingham, Alabama · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management” — forbes_shook
- Firm type — wirehouse (medium)
- “Morgan Stanley Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 616 (high)
- “Team Assets (Custodied): $616M” — forbes_shook
- Account minimum ($M) — 0.5 (high)
- “Minimum account size for new business: $500K” — forbes_shook
- Typical client net worth ($M) — 6 (medium)
- “Typical Net Worth of Relationships: $2-10M” — forbes_shook
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- Custodians — not_applicable (high)
- “Morgan Stanley Wealth Management” — forbes_shook
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Positioning & marketing
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Visual brand
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