Overview
Assets Under Management: $427 million
Headquarters: GREENSBORO, NC
High-Net-Worth Clients: 251
Average Client Assets: $1.5 million
Frequently Asked Questions
MORTON WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111471), MORTON WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
MORTON WEALTH MANAGEMENT LLC is headquartered in GREENSBORO, NC.
MORTON WEALTH MANAGEMENT LLC serves 251 high-net-worth clients according to their SEC filing dated August 29, 2018. View client details ↓
According to their SEC Form ADV, MORTON WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MORTON WEALTH MANAGEMENT LLC manages $427 million in client assets according to their SEC filing dated August 29, 2018.
According to their SEC Form ADV, MORTON WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 251
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.14%
Average Client Assets: $1.5 million
Total Client Accounts: 1,334
Discretionary Accounts: 1,334
Regulatory Filings
CRD Number: 111471
Filing ID: 1237788
Last Filing Date: 2018-08-29 15:25:00