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MORRISON ASSET MANAGEMENT, LLC

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Company Details

Name: MORRISON ASSET MANAGEMENT, LLC
Jurisdiction: Idaho
Legal type: Limited Liability Company (D)
Status: Active-Existing
Date of registration: 18 Jan 2011 (14 years ago)
Financial Date End: 31 Jan 2026
Entity Number: 308314
Place of Formation: IDAHO
File Number: 308314
ZIP code: 83709
County: Ada County
Principal Address: SUITE 102 1542 S TIMESQUARE LN BOISE, ID 83709
Mailing Address: David Morrison STE 205 3715 E OVERLAND RD MERIDIAN, ID 83642-8302

Manager

Name Role Address Appointed On
David Morrison Manager 1542 S. TIMESQUARE LN, BOISE, ID 83709 2020-12-03

Agent

Name Role Address
DAVID B MORRISON Agent 3715 E. OVERLAND RD, STE 205, DAVID MORRISON, MERIDIAN, ID 83642

Form 5500 Series

Employer Identification Number (EIN):
274568825
Plan Year:
2022
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
5
Sponsors Telephone Number:

Filing

Filing Name Filing Number Filing date
Annual Report 0006000079 2024-12-03
Annual Report 0005497258 2023-12-04
Statement of Change of Business Mailing Address 0005289498 2023-06-21
Annual Report 0005010174 2022-12-04
Amendment to Certificate 0004688241 2022-04-05

Trademarks Section

Serial Number:
99025947
Mark:
RETIREMENT L.I.F.E. PLAN
Status:
New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information.
Mark Type:
Service Mark
Application Filing Date:
2025-02-01
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
RETIREMENT L.I.F.E. PLAN

Goods And Services

For:
Financial planning; Financial planning consultation; Financial planning for retirement; Providing information in the field of financial planning; Financial planning and investment advisory services; Financial services, namely, wealth management services; Providing information in the field of wealth...
International Classes:
036 - Primary Class
Class Status:
ACTIVE

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Date of last update: 28 Jun 2025

Sources: Idaho Secretary of State