27200 Agoura Road, Suite 200
Calabasas, California 91301
Tel: 818-222-4727
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
Explore More Retirement Advisors in Calabasas, California