Best-in-State · rank 24 · Montgomery, Alabama · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — Morgan Stanley Wealth Management (high)
- “firm: "Morgan Stanley Wealth Management"” — forbes_shook
- Parent company — Morgan Stanley (high)
- “Morgan Stanley Wealth Management” — forbes_shook
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Book of business
- Team AUM ($M) — 3400 (high)
- “Team Assets (Custodied): $3.4B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 7.5 (high)
- “Typical Net Worth of Relationships: $5-10M” — forbes_shook
- Client niche — generalist (medium)
- “Typical size of Household accounts: $1-5M” — forbes_shook
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Positioning & marketing
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Visual brand
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