Company Overview
David J. Morgan & Associates, Inc. is a versatile real estate and appraisal firm based in Dallas, Texas, operating from 6215 Liberty Hill, Dallas, TX 75248. Specializing in both real estate services and appraisal services, the company stands out with its expertise in evaluating antiques and other valuable items, adding a unique edge to its offerings.
Services and Specialties
David J. Morgan & Associates, Inc. provides a comprehensive suite of services including:
- Real Estate Services: Engaging in brokerage and advisory roles across various real estate transactions.
- Appraisal Services: Specializing in the appraisal of antiques, paintings, and estate assets.
Market Position and Reputation
The firm is recognized as a notable player in the Dallas real estate scene, despite having a moderate online presence. It holds a 3.7-star rating from 6 reviews on Yelp. While not accredited by the Better Business Bureau (BBB), the company's reputation is bolstered by its dual-focus service offerings.
Contact Information
- Phone: (972) 345-5853
- Corporate Address: 6215 Liberty Hill, Dallas, TX 75248
Online Presence
David J. Morgan & Associates maintains visibility on platforms such as Realtor.com and Yelp. The absence of a detailed bio on these platforms may indicate potential for enhanced marketing and branding strategies.
Competitor Profiling for David J. Morgan & Associates, Inc.
Competitive Overview
The business context for David J. Morgan & Associates involves competition from prominent financial service firms. While primarily focused on antique appraisals in Dallas, David J. Morgan & Associates encounters indirect competition from major firms like Edward Jones and Fidelity Investments. These firms cater to extensive asset management and financial advisory sectors, which overlap in asset evaluation.
Key Competitors
Edward Jones
- Industry: Investment Services
- Founded: 1922
- Headquarters: St. Louis, Missouri, USA
- Revenue: US$12.3 billion (2022)
- Assets Under Management (AUM): US$1.8 trillion (Q2 2023)
- Employees: Approximately 52,000
- Business Model: Over 15,000 branches, emphasizing personal client relationships through a community-centric model.
- USP: Focus on personalized investment advice in the United States and Canada.
Fidelity Investments
- Industry: Financial Services
- Founded: 1946
- Headquarters: Boston, Massachusetts, USA
- Revenue: US$32.7 billion (2024)
- Assets Under Management (AUM): US$5.8 trillion (2024)
- Employees: Approximately 77,000
- Business Model: Offers extensive financial services with a significant emphasis on innovation and technology.
- USP: Technology-driven, customer-focused financial solutions for diverse clientele ranging from individual investors to large institutions.
Competitive Landscape
David J. Morgan & Associates, Inc. is positioned in a competitive landscape where major financial firms like Edward Jones and Fidelity Investments exert significant influence. These competitors utilize vast infrastructures, technological innovations, and comprehensive service offerings to secure a broad client base. David J. Morgan & Associates can differentiate itself through its niche expertise in appraisals, offering personalized and specialized services beyond the capacity of larger entities.
The firm's strategic advantage lies in enhancing its unique value proposition of deep appraisal knowledge, potentially fostering strategic partnerships, and innovating service enhancements to maintain a distinctive market presence.
