Assets Under Management
$286.6M
Number of Clients
563
Number of Advisors
3
Average Client AUM
$509K
AUM per Advisor
$95.5M
Compensation
Fee-Only (AUM)
Morgan Dempsey Capital Management provides investment management services focusing on Large Cap Value, Enhanced Income, and Micro Cap equity strategies. They do not offer financial planning services, except for Wealth Management clients. The firm also provides sub-advisory services to registered investment companies.
111 Heritage Reserve, Suite 200, Menomonee Falls, WI, 53051