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Home > Retirement Planners > pennsylvania > allentown > MORTON BROWN FAMILY WEALTH LLC
MORTON BROWN FAMILY WEALTH LLC
600 W. Hamilton Street
Suite 300
Allentown, Pennsylvania 18101
Tel: 610-709-5072
About MORTON BROWN FAMILY WEALTH LLC
MORTON BROWN FAMILY WEALTH LLC, formally registered with the SEC as MORTON BROWN FAMILY WEALTH LLC. The firm was established in 02/23/2018. They have over 1 offices throughout the country.
MORTON BROWN FAMILY WEALTH LLC is a Allentown, Pennsylvania based Financial Planning firm with nearly $398,971,327 assets under management, offering retirement planning & investment advisory services to 897 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292278 |
| SEC# | 801-112510 |
| Assets Managed by Firm | $398,971,327 |
| No. of Clients | 897 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 897 | $398,971,327 |
| Individuals (other than high net worth individuals) | 149 | $54,232,000 |
| High net worth individuals | 110 | $339,317,107 |
| Corporations or other businesses | Fewer than 5 clients | $5,422,220 |
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