MORETON ASSET MANAGEMENT, LLC

40 N 100 E
Farmington, Utah 84025
Tel: 801-869-4200

About MORETON ASSET MANAGEMENT, LLC

MORETON ASSET MANAGEMENT, LLC, formally registered with the SEC as MORETON ASSET MANAGEMENT, LLC. The firm was established in 05/29/2013. They have over 1 offices throughout the country.

MORETON ASSET MANAGEMENT, LLC is a Farmington, Utah based Financial Planning firm with nearly $3,530,414,255 assets under management, offering retirement planning & investment advisory services to 145 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	133417
SEC#	801-78112
Assets Managed by Firm	$3,530,414,255
No. of Clients	145
No. of Advisors	6

Fee Structure

A Percentage of AUM
Hourly charges
Other(REFERRAL FEES)

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	145	$3,530,414,255
Charitable organizations	15	$572,418,522
Corporations or other businesses	18	$322,018,915

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