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MORTON WEALTH
27200 Agoura Road, Suite 200
Calabasas, California 91301
Tel: 818-222-4727
About MORTON WEALTH
MORTON WEALTH, formally registered with the SEC as MORTON WEALTH. The firm was established in 07/01/2006. They have over 1 offices throughout the country.
MORTON WEALTH is a Calabasas, California based Financial Planning firm with nearly $2,377,712,772 assets under management, offering retirement planning & investment advisory services to 3420 clients. The firm is staffed with 53 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 141250 |
| SEC# | 801-67025 |
| Assets Managed by Firm | $2,377,712,772 |
| No. of Clients | 3420 |
| No. of Advisors | 53 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3420 | $2,377,712,772 |
| Individuals (other than high net worth individuals) | 421 | $234,073,289 |
| High net worth individuals | 641 | $1,971,360,333 |
| Pension and profit sharing plans | 25 | $68,029,433 |
| Charitable organizations | 10 | $27,589,723 |
| Corporations or other businesses | 11 | $68,641,911 |
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